Tag: Kawika Shoji

For much of the past decade, fixed income felt like an afterthought. Ultra-low interest rates meant bonds offered little income and even less value. Then came 2022—when bond prices finally cracked under the weight of distorted valuations. Even now, many investors in broad bond indexes are still waiting to break even.

A rollover individual retirement account (IRA) is an account used for the transfer of assets from a previous employer-sponsored retirement plan, like a 401(k) or 403(b). If you have left your job and have an old 401(k) or 403(b), you may want to roll that money into an IRA and begin to take control of it.

Kawika Shoji and Neil Rose discuss the relevance and performance of gold as an investment in the current market...

I don’t think anyone expected a quiet start to the new year, but I’m not sure anyone could have predicted the flurry of shocking news stories that have flooded our devices and timelines thus far in 2025.

The 27th Sony Open, Hawaii’s only annual professional sporting event, concluded last week at Waialae Country Club, and what an incredible event it was!

Kawika Shoji and Neil Rose discuss the potential market reactions to a Trump or Harris win on election day.

Major Info Tech earnings announcements this week. Kawika Shoji gets some reactions and thoughts from Neil Rose on the tech sector now and going forward.

Although some Olympians do work multiple jobs to fund their athletic pursuits, most are singularly dedicated to their sport with a steadfast commitment to personal improvement.

The Games of the XXXIII Olympiad have officially come to an end. Paris 2024 gave us two weeks of riveting competition, inspiring stories, and a much needed, uplifting two week pause from divisive political landscapes and negative news cycles.

Neil Rose, Kawika Shoji, and Arthur Mallet discuss the insurance industry and how Neil chooses what horses to bet on.

Neil Rose and Kawika Shoji discuss the various strategies at Regency Capital and how they have done in the first three years of the firm.

It was a great year at Regency Capital. For me personally, I am learning, we are growing, and we continue to look for ways to improve. Part of this growth is to continually evaluate (kaizen) how we do things, our processes, and make sure we provide the value that clients deserve, value that also distinguishes us from competitors.