Tag: Wealth Management

Big Tech now dominates the stock market like never before, just as rising interest rates and the return of the bond vigilantes put pressure on stocks and the economy. This letter looks at where we see value outside technology and why Treasurys and TIPS are becoming more attractive.

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.

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.

Short-term market pain is the price of long-term gains. Here's how anticipating downturns through Stoic practice and second-order thinking builds investor resilience.

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