CEO Update,November 2021

As we approach the holiday season, our hope for a calm ending to 2021 may be fading. As we look ahead to 2022, our focus will be simple. We are doubling down on the importance of providing a healthy work-life balance at Regency. We are focused on developing a better understanding for our clients and […]

Market Commentary

The third quarter proved to be a topsy turvy ride for investors. After starting strong, markets struggled in September, giving back most if not all their gains. The oft-quoted phrase, “history doesn’t repeat itself, but it often rhymes,” attributed to Mark Twain, rang true this year. September is historically the worst month for U.S. stocks. […]

Help us Congratulate our very own Wade & Allison!

One of the many things we take pride in here at Regency is continuing all of our employees’ education and helping them grow within the company. Please help us congratulate our very own Wade Wallace for passing his Certified Financial Planning (CFP®) Exam and Allison Smith on passing her Financial Paraplanner Qualified ProfessionalSM (FPQP®) Exam. Wade […]

CEO Update, June 2021

People are asking each other when things will get back to normal. I believe there will be no “new normal.” It’s likely that we will continue to experience a series of “not normal” experiences and events for the foreseeable future. What does that mean? Our Client Service Teams have been working on ways to improve […]

Market Commentary

If investors were hoping for a nice, calm year after all they experienced in 2020, their hopes were dashed. So far this year, we have seen interest rates rise sharply, inflation jump to levels not seen in decades, and expected GDP growth higher than any time since the end of World War II. The so-called […]

Regency’s Next Gen Initiative: Financially Preparing the Generational Youth

As Regency grows and evolves in the financial services industry, we continually strive to add value to our client relationships. Our goal is to build not just long-lasting relationships, but generational ones. With that in mind, we took a long look at the services we offer and found a segment where we can make an […]

Market Commentary

“It was the best of times; it was the worst of times.” That familiar opening phrase from “A Tale of Two Cities,” puts 2020 into perspective. We faced the challenge of a global pandemic, the likes of which we hadn’t seen in more than a century, and this led to a sharp bear market and […]

Message From The CEO

Like most of you, I am glad to have 2020 in the rearview mirror. Our patience and resolve have been tested daily during the COVID-19 pandemic. It continues to impact our families, businesses, our educational system, and the communities where we live. We now have a vaccine and a guarded optimism that things will be […]

Meet Regency’s Client Service Teams

The year 2020 was filled with more curveballs and complications than we could count. But here at Regency Investment Advisors, we did not let those challenges deter us from providing the highest-quality service. Our clients are the heart of Regency’s practice and purpose, so we want to make sure to connect you with the members of […]

Update From Our CEO

Amid the changing dynamics of this health crisis, we are moving forward into the holiday season. Like most of you, we are feeling the impact of COVID-19 on our daily lives more now than ever. It has affected our families and businesses, our educational system and the communities where we live. Our primary focus has […]