Sep 16, 2026, 11:39:22 AM by 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 ...

The Psychology of Market Cycles: Why Investors Repeat the Same Mistakes

Markets rarely move in neat, predictable lines. Instead, they follow recurring cycles of expansion, peak, ...
Nov 5, 2025, 11:00:00 AM
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Group vs. Individual Disability Insurance: Are You Really Covered?

Many professionals assume that their employer-provided disability insurance is enough. On paper, it seems ...
Nov 3, 2025, 8:45:00 AM
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Backdoor Roth IRA: Is It Still a Smart Move in 2025?

The Roth IRA has long been regarded as one of the most effective tax-advantaged tools available to American ...
Oct 30, 2025, 10:00:00 AM
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Quick Answers: How Taxes Impact Long-Term Returns

When investors discuss performance, the focus often falls on gross returns — how much a portfolio grew before ...
Oct 27, 2025, 9:00:00 AM
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Estate Planning After the One Big Beautiful Bill Act: What the New Rules Mean for Families

For years, estate planners and high-net-worth families were preparing for a 2026 “estate tax cliff.” Under ...
Oct 24, 2025, 8:30:00 AM
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Quick Answers: How Much Can You Gift Tax-Free in 2025?

The annual gift tax exclusion is one of the simplest tools for transferring wealth. For 2025, the limit is ...
Oct 21, 2025, 11:00:00 AM
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Should You Convert Your IRA to a Roth in 2025?

The question of whether to convert a traditional IRA into a Roth IRA has always invited debate. It depends on ...
Oct 15, 2025, 9:00:00 AM
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Behavioral Finance in Action: How Emotions Influence Investment Decisions

Financial markets reward discipline, but investors rarely behave in perfectly rational ways. The study of ...
Oct 13, 2025, 10:30:00 AM
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Investor Confidence vs. Market Reality: What 2025 Data Reveals About Retail Behavior

If 2025 taught investors anything, it’s that confidence and fundamentals don’t always move in sync. While the ...
Oct 9, 2025, 10:00:00 AM
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Preparing Your Business for Sale: 5 Steps to Maximize Value

Selling a business is one of the most consequential financial events an owner will experience. Yet many ...
Oct 2, 2025, 9:00:00 AM
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