News

AI Just Changed Everything (Again)

Neil Rose, CFAFeb 27, 2026

Neil Rose deep dives into February 2026’s breakthrough moment in AI, when new autonomous models like GPT‑5.3 Codex and Claude Opus 4.6 reshaped what’s possible—unlocking self-directed agents, disrupting white‑collar work, shaking markets, and revealing both the risks and opportunities of AI’s rapid acceleration.

Articles

Feb 27, 2026

Will Inflation Ever Be a Problem?

Short read on current inflation trends, what they may signal for the broader economy, and why long‑term inflation risk remains an important consideration for investors.

Articles

Feb 27, 2026

Giving in 2026: How to Maximize Impact with a Donor-Advised Fund

Learn how donor‑advised funds can maximize your 2026 charitable impact with tax‑smart strategies, new giving laws, and intentional philanthropy.

Articles

Feb 27, 2026

AI Just Changed Everything (Again)

Articles

Feb 17, 2026

Make Analog Great Again: Starting with a Case for Handwriting vs Typing

A spirited ode to slowing down in a sped‑up world—exploring why pens, paper, and a little analog rebellion might just reboot our brains, our kids, and our sanity.

Letters

Feb 17, 2026

Regency Capital Management Fund L.P Letter

A detailed 2025 year‑end letter from Regency Capital Management Fund L.P., providing investment performance results, commentary on market conditions, long‑term strategy, risk management philosophy, and a breakdown of current holdings.

Articles

Feb 13, 2026

AI, Venture Trends, and the Desert Tech Connect Takeaways

Key insights from Desert Tech Connect on accelerating AI innovation and evolving venture capital trends shaping the future of tech.

Articles

Feb 10, 2026

How to Freeze Your Credit (and Why You Should)

Learn how to freeze your credit to protect against identity theft, why it’s recommended, and how to place or lift a credit freeze with all three major credit bureaus.

Letters

Feb 10, 2026

Blatherings on the First Five Years

Reflections on Regency Capital’s first five years—core values, lessons learned, client focus, team culture, and a commitment to continuous improvement.

Articles

Jan 21, 2026

Beyond the Portfolio

When people think about working with a financial advisor, they often think about investments first. While portfolio management is a very important component, it represents only part of the value we bring.

Articles

Jan 12, 2026

Investment Letter | January 2026

Markets remain strong but increasingly concentrated in a few tech giants. This letter discusses diversification strategies, AI-driven trends, risks of index investing, and macroeconomic factors shaping 2026.

Podcasts

Dec 31, 2025

Year-End Thoughts, Taxes, and Gifting

As we close out 2025, it’s the perfect time to review strategies that can make a big impact on your financial future.

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Articles

Oct 17, 2025

Why Estate Planning Matters: Protect Your Family, Assets & Legacy

Learn why estate planning is essential for protecting your family, assets, and legacy. Discover key documents and how to avoid probate.