Wealth Management in Hawaii and Washington | Regency Capital Management
Regency Capital Management is a private asset management and wealth advisory firm serving high net worth individuals, families and select institutions.
Income More than $150,000 Last Year? There Are New Rules on Catch-Up 401(k) Contributions
If you're 50+ and earned over $150,000 last year, your catch-up 401(k) contributions must now go in as Roth money. Here's what changed and what to check.
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.
