Jul 14, 2026 3:38:36 PM by Kingsview Wealth
The Vacation Home Problem: Who Gets It, Who Pays for It, and Who Actually Wants It
Before a vacation home passes to the next generation, the estate plan needs to answer three questions: Who ...
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The Vacation Home Problem: Who Gets It, Who Pays for It, and Who Actually Wants It
Before a vacation home passes to the next generation, the estate plan needs to answer three questions: Who ...
Jul 14, 2026 3:38:36 PM
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Kingsview Wealth
Market Flash: Wall Street’s Fee Machine
U.S. stocks finished last week with a familiar split. The S&P 500 gained 1.2% and the Nasdaq rose 1.7%, ...
Jul 14, 2026 2:15:47 PM
Kingsview Wealth
Why the Dollar, Gold, and Bitcoin Have Been So Volatile Lately
The U.S. dollar plays a central role in financial markets, the broader economy, and daily life. It is the ...
Jul 8, 2026 1:52:06 PM
Kingsview Wealth
Ask Tim: My Kid’s Etsy Art Empire Wants a Roth IRA
By this point in summer, the grill has seen too much corn, the kids have invented six fresh ways to leave ...
Jul 7, 2026 2:54:18 PM
Tim Lux, CFP®, CPFA®
Market Flash: A.I. Take the Wheel
Markets came back from the holiday weekend with AI firmly back in the driver’s seat. On Monday, the S&P ...
Jul 7, 2026 1:57:50 PM
Kingsview Wealth
Ask Tim: Sell the Business, Then Make the Cash Behave
July 4th is probably one of my favorite Federal holidays. But if I’m being honest, August 2nd deserves a ...
Jul 1, 2026 12:29:14 PM
Kingsview Wealth
Quick Answers: Will vs. Trust — Which Fits Your Situation?
A will and a trust both answer the same basic question: what happens to your money, property, and ...
Jul 1, 2026 9:42:34 AM
Kingsview Wealth
The Household CFO Problem: What Happens When One Spouse Knows Everything
A household financial plan should not depend on one person being alive to explain it.
Jun 30, 2026 10:37:39 AM
Kingsview Wealth