CEO Update, June 2021

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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 the client onboarding experience. We continue to explore new technology and tools that will provide value for our clients, now and for future generations.

Our Advisors are available to discuss the market, financial planning, or any other questions about your financial future. Please call our office at (559) 438-2640 to schedule an appointment or to speak to one of our Advisors.

For 28 years, Regency has been positively transforming lives and futures by providing financial peace of mind for our clients. On behalf of all the Associates at Regency, I would like to thank you for your continued support and the opportunity to be part of your financial future.

Sincerely,
Tony Fazio, CEO

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

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