Aug 3, 2026, 1:47:14 PM by Kingsview Wealth
CFP vs. CFA vs. ChFC: What Do Financial Advisor Credentials Mean?
The investment proposal is on the table, and the investor still cannot tell whether CFP®, CFA®, or ChFC® is ...
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Ask Tim: Can I Sell My Rental, Use a DST, and Retire From Being a Landlord?
It’s peak “I am tired of dealing with this property” season. A rental that felt clever at 52 can feel like a ...
Jun 17, 2026, 4:00:51 PM
Tim Lux, CFP®, CPFA®
Quick Answers: 3 Smart Ways to Reduce Taxes After a Business Sale
A business sale can trigger several layers of taxation: capital gains, depreciation recapture, and ...
Jun 16, 2026, 3:23:16 PM
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Kingsview Wealth
Beyond the Gala Table: Charitable Giving Strategies for High-Net-Worth Families
For high-net-worth families, charitable giving eventually becomes part of the family’s financial ...
Jun 16, 2026, 2:33:08 PM
Kingsview Wealth
Market Flash: Inflation Gets Loud and New York Finally Gets Its Parade
Coverage: June 10th, 2026 - June 16th, 2026
Jun 16, 2026, 12:21:48 PM
Kingsview Wealth
Ask Tim: I Want to Kill the Mortgage, but My Spouse Wants to Keep the Cash
Summer has a funny way of turning small bills into big debates. The grill needs propane, the air conditioner ...
Jun 10, 2026, 3:06:01 PM
Tim Lux, CFP®, CPFA®
Market Flash: Jobs Won’t Blink, Chips Catch a Cold, and Finals Get Interesting
Coverage: June 3rd, 2026 - June 9th, 2026 The week’s cleanest macro signal came from the labor market. The ...
Jun 9, 2026, 4:22:55 PM
Kingsview Wealth
How DSTs Help Real Estate Owners Step Away — Without Generating a Massive Tax Bill
The offer looks good until the tax estimate lands.
Jun 9, 2026, 11:18:01 AM
Kingsview Wealth
Ask Tim: Selling the Family Business Without Blowing Up Holiday Gatherings
The family business. The estate plan. The charitable gift that sounded simple until taxes entered the room.
Jun 3, 2026, 1:45:10 PM
Tim Lux, CFP®, CPFA®