Sep 23, 2026, 11:05:22 AM by Kingsview Wealth

What Documents to Bring to Your First Meeting With a Financial Advisor

The first advisor meeting is tomorrow, and the 401(k) statement is the easy part. You still have an old life ...

What Documents to Bring to Your First Meeting With a Financial Advisor

The first advisor meeting is tomorrow, and the 401(k) statement is the easy part. You still have an old life ...
Sep 23, 2026, 11:05:22 AM
Kingsview Wealth Kingsview Wealth

Market Flash: Welcome Back to the Pressure Cooker

Coverage: September 16th–23rd, 2026
Sep 23, 2026, 10:32:29 AM
Kingsview Wealth Kingsview Wealth

How Do Financial Advisors Get Paid? Fee-Only vs. Commission Explained

The Form CRS says the firm may receive commissions. The advisory proposal also lists an annual asset-based ...
Sep 22, 2026, 4:42:42 PM
Kingsview Wealth Kingsview Wealth

Ask Tim: Backpacks, Daycare Bills, and the College Cash Gap

Late August turns every parent into a part-time logistics manager. One child needs a lunchbox, one needs a ...
Sep 16, 2026, 11:39:22 AM
Kingsview Wealth Kingsview Wealth

Market Flash: Oil Spikes, Bonds Tailspin

Coverage: September 9th–15th, 2026
Sep 15, 2026, 2:12:20 PM
Kingsview Wealth Kingsview Wealth

Is a 1% Financial Advisor Fee Worth It?

Two advisory proposals are sitting on the table. Both quote a fee close to 1% of managed assets. One ...
Sep 9, 2026, 2:09:47 PM
Kingsview Wealth Kingsview Wealth

Market Flash: Jobs Woke Up, Oil Knocked on $100, and the Fed Lost Its Easy Button

Coverage: September 2nd–8th, 2026
Sep 8, 2026, 3:32:30 PM
Kingsview Wealth Kingsview Wealth

The Fed and AI: What Investors Should Think About for the Long Term

The Nobel Prize-winning economist Paul Romer once wrote that “economic growth springs from better recipes, ...
Sep 1, 2026, 1:19:24 PM
Kingsview Wealth Kingsview Wealth

October 15th Tax Extension, Penalties, and Next Steps

Your federal tax return is late. The Form 4868 in your records protected the filing deadline through October ...
Sep 1, 2026, 10:21:05 AM
Kingsview Wealth Kingsview Wealth

Market Flash: Warsh Turns Hawkish

Coverage: August 26–September 1, 2026
Sep 1, 2026, 9:22:48 AM
Kingsview Wealth Kingsview Wealth