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 […]