Regency Executes its Contingency Plan

According to Wikipedia, “May you live in interesting times”, while seemingly a blessing, the expression is normally used ironically; life is better in “uninteresting times” of peace and tranquility than in “interesting” ones, which are usually times of trouble. We certainly are living in interesting times now but, true to the history of our country, […]

Hope Now For Youth

Wanting to break the cycle of gang violence and car thefts that got Fresno ranked the least desirable place to live out of 227 American cities, Rev. Roger Minassian founded Hope Now For Youth (HNFY) in February 1993. Rev. Minassian hired Christian college students, often street youths themselves, to work out of churches and provide […]

REGENCY MARKET COMMENTARY: THROUGH APRIL 30, 2020

It was a three-month period like no other. Frightening, catastrophic, crushing, deadly and surreal are just a few of the words that come to mind. The one certain thing is that nobody will look at life in quite the same way again. But here we are, so let’s review some of the critical market events […]

Let us introduce you to our four newest team members.

Russ joins Regency after a 20+ year career in financial services, with 19 dedicated to individual client advising and retirement plan services and is a Chartered Retirement Plan Counselor (CRPC®). Russ will serve as Advisor to both private and retirement plan clients. Russ is a graduate of CaliforniaState University, Fresno, and has lived in the […]

Amundson Family adds last-minute 2018 tax exemption, welcomes Colt Alexander

Mr. and Mrs. Alex Amundson are overjoyed to announce the arrival of Colt Alexander Amundson, born at 12:05 a.m. Dec. 19, 2018, weighing in at a robust 8 pounds 4 ounces. According to Alex, Colt “enjoys long naps, shotgunning milk bottles and holding his pee so he can try and get mom and dad with […]

Mighty Moms helps single mothers meet extraordinary challenges

From time to time Focus 360 will include profiles of people and organizations making a difference in our community. It is not known whether those profiled approve or disapprove of Regency Investment Advisors or its advisory services provided. This article reflects the opinions of those interviewed and should not be taken as a request for […]

Welcome (Back) to Regency!

Regency Investment Advisors welcomes three recent additions to the
team. For one, it’s not so much something new as it is coming home.

David and Patty Bunker, Family Leadership/Parenting Partners

In “The Wizard of Oz,” the main characters went to Emerald City seeking qualities they really had all along. They just needed a little guidance to find them within. ABCD  Fresno-based Family Leadership, run by the husband-and-wife team of David and Patty Bunker, operates on a similar principle. The Bunkers subscribe to a theory developed […]

A New Delivery System

In 2020, Regency will improve its client experience by using the client portal for electronic delivery of regulatory documents, updates, and quarterly performance reports. This will allow clients 24/7 access to current performance and historical statements. In the coming months, Regency will mail login instructions to clients who don’t already use the portal. All accounts […]

Regency Market Commentary: Through October 31, 2019

Since we last wrote to you, a lot has been going on. If you can give us a few minutes, we’ll do our best to fill you in. In spite of seemingly endless concerns—which we will briefly review momentarily—markets have been generally strong, although there have been some uncomfortable stretches. The short story: the market’s […]