First Quarter, 2014 Investment Review

April 4th, 2014


“Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy only when others are fearful.” – Warren Buffett, 2004

Markets don’t go up forever as January’s mini correction attested. Weaker weather-induced data, stumbling emerging markets, and Russia’s greedy incursion and annexation of Ukraine’s Crimea increased uncertainty and volatility. Interest rates confounded consensus expectations by dropping in the face of a steadily tapering Federal Reserve Bank (FED) before weakening in March as the FED modified their guidance. Read the rest of this entry »

Gold Investing Now: Should you buy, hold or sell?

February 3rd, 2014

Andrew Aran was quoted in a Newsmax Maxlife article.

You can see the article here: Gold Investing Now 2014.02.04

Fourth Quarter, 2013 Investment Review

January 9th, 2014


The greatest glory in living lies not in never falling, but in rising every time we fall.” – Nelson Mandela

A rising tide lifts all boats and oh what fun it was to ride the U.S. stock market tide in 2013.  The S&P 500 Index rose in ten out of twelve months finishing the year on a strong note up 32% (with reinvested dividends, +29% without); its best since 1997. Table One recaps major market indices’ performance: Read the rest of this entry »

2014 Super Bowl Breakfast & the Super Bowl Breakfast Webcast

December 12th, 2013

Regency Wealth Management is a proud sponsor of the 2014 Super Bowl Breakfast and the Super Bowl Breakfast Webcast.

Super Bowl Breakfast Webcast →

Regency Wealth Management is pleased to announce the addition of Bryan D. Kabot, AAMS® to the team!

December 4th, 2013

Bryan will be serving as an Associate Advisor and joins us with over 10 years of experience in the Financial Services industry.

Meet Bryan

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