CEO Update,November 2021

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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 how we can best support their needs, now and in the future.

We are excited to share that Regency recently hired Narek Khatchikian in a new role as Research Analyst and Christine Twitchell as our first Executive Administrator. Narek will be providing support to our Portfolio Management Team, assisting our advisors with research and reports related to our clients’ financial goals. Christine will be assisting Dan Ray and the Advisor Team by providing client administrative support and much more.

Our Marketing Team has been working closely with Archer & Hound, a local creative agency, to help us improve the way we communicate and “make complicated things less complicated” for our clients. We will continue to be defined by our desire to do the right thing – consistently going beyond what is expected in service to our clients, colleagues, and community.

During these challenging times, our Advisors are available to discuss the market 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. We are fully staffed and available to meet virtually or in the office in a safe environment. We have also made the decision not to host our Holiday Open House event this year to insure the safety of our clients and associates.

For 28 years, Regency has been providing financial peace of mind for our clients and their families. Our vision is to positively change the lives and futures of people in the Central Valley. On behalf of all the Associates at Regency, I would like to thank you for the opportunity to be part of your financial future.

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