News

Time to Give Up Do-It-Yourself Investing?

News & Updates | March 2, 2017

Fourth Quarter, 2016 Investment Review

Quarterly Investment Review | January 5, 2017

Do You Know Your Beneficiaries?

News & Updates | January 5, 2017

Giving Tuesday, November 29

In the Community | News & Updates | November 7, 2016

Insured Cash Sweep make sense for security-minded savers

News & Updates | October 18, 2016

Third Quarter, 2016 Investment Review

Quarterly Investment Review | October 11, 2016

Second Quarter, 2016 Investment Review

Quarterly Investment Review | July 7, 2016

Careful planning defuses ticking tax time bomb

News & Updates | June 24, 2016

Tim Parker, CFA quoted in Barron’s

Regency In the News | May 9, 2016

Andy Aran quoted in Financial Advisor IQ – FAs Worry SEC’s New Derivative Restrictions Are Overkill

Regency In the News | April 19, 2016