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