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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How Charitable Organizations Can Become Part of a Donor's Financial Life
A charitable gift often begins with a story.
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Kingsview Wealth
Market Flash: Semis Save the Tape and Knicks Do the Unthinkable
Coverage: May 20th, 2026 - May 26th, 2026
May 26, 2026, 12:15:18 PM
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Ask Tim: Trust Trouble, 401(k) Timing, and Keeping Retirement Decisions Clear
We’re back this week. The sun is shining. The temps are moving towards prime “skip out of work for a Cubby ...
May 20, 2026, 4:47:13 PM
Tim Lux, CFP®, CPFA®
Your Family Trust Might Live in the Wrong State
A lot has changed since 1971. Trust law is one of those things.
May 19, 2026, 11:56:20 AM
Kingsview Wealth
Market Flash: Oil Remains the Villain
Coverage: May 13th, 2026 - May 19th, 2026
May 19, 2026, 10:50:17 AM
Kingsview Wealth
Quick Answers: Should You Max Out Your 401(k) or Your Roth IRA First?
Most investors approach this question with the assumption that one account must always come before the other. ...
May 13, 2026, 10:36:06 AM
Kingsview Wealth
Elon Musk Says AI Will Make Retirement Planning Obsolete. Is He Right?
In January, on the Moonshots with Peter Diamandis podcast, Elon Musk offered a piece of financial advice ...
May 13, 2026, 10:06:27 AM
Kingsview Wealth
Market Flash: Hot CPI, Hard Oil
Coverage: May 6th, 2026 - May 12th, 2026 Stocks entered the week with momentum. The S&P 500 and Nasdaq ...
May 12, 2026, 11:17:45 AM
Kingsview Wealth