Tag: Neil Rose

Kawika Shoji is headed to the Stanford Athletics Hall of Fame — Olympic medalist, national champion, and now a financial advisor at Regency. What strikes me most isn't the résumé. It's that I got to know the person before I ever knew the highlight reel.

Federal debt held by the public reaches 101% of GDP in fiscal 2026. The Congressional Budget Office projects it hits 107.7% in 2030 — surpassing the 106.1% record set in 1946 — then 120% by 2036 and 175% by 2056.

Neil Rose, CFA on investing, July 2026: cognitive dissonance at record highs, the case for TIPS, and finding hidden tech in wide-moat businesses. Wealth management needs a framework.

Neil Rose, CFA and Arthur Mallet discuss the new era of insider trading — prediction markets, congressional trading, and what it costs the U.S. market premium.

2026 has already delivered two major inflection points: a generational leap in AI capability and the U.S.-Iran war. In this investment letter, Neil Rose shares why Regency Capital remains defense-first and breaks down what the Iran conflict means for oil, markets, and our current portfolio positioning.

With the Strait of Hormuz effectively shut down and oil prices up 50%, Regency Capital outlines the investment case for energy, fertilizer, and inflation-protected assets.

A grounded take on the current bull market, investor behavior, and the long-term promise of AI.

A snapshot of the data behind today’s market narrative. Whether you're bullish, bearish, or somewhere in between, these visuals offer a view of what’s shaping sentiment and strategy.

The S&P 500 may be hitting new highs, but the best value could lie in smaller, overlooked companies. Explore our 2025 small cap investing outlook, why these stocks may outperform, and how we’re positioning portfolios for quality, diversification, and long-term growth.

Most money managers are guilty of only telling their side of the story—what they expect, where they see value. I know I am. But it’s always wise to know what the market itself thinks. The market is the collective wisdom (and sometimes foolishness) of the millions of self-interested buyers and sellers trading right now.

I recently reviewed the latest version of President Trump’s tax proposal, informally branded the “Big Beautiful Bill” and officially titled the One Big Beautiful Bill Act. While the name sounds more like theater than policy the proposed bill has some large ramifications for all of us.

In my February 7, 2025 post, Bonds Have a Place Again, I reflected on interest rates some five years after the peak of the Bond Bubble—when interest rates reached a low never seen in human history—and two years after bond prices finally crashed in 2022. I had summarized our approach to fixed income going forward: […]