Oct 28, 2026, 3:26:16 PM by Kingsview Wealth

Market Flash: AI Walks Into a Bank

October 21, 2026 | Coverage: October 22–28, 2026

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® 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 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 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® Tim Lux, CFP®, CPFA®

Trump Accounts: A New Child Savings Tool Families Should Understand

Created under the One Big Beautiful Bill Act, Trump Accounts are IRA-style accounts designed for children. ...
Jun 3, 2026, 1:03:41 PM
Kingsview Wealth Kingsview Wealth

Questions to Ask a Financial Advisor Before Investing

Your retirement date is approaching, the 401(k) statement looks substantial, and the retirement calculator ...
Jun 3, 2026, 1:00:00 AM
Kingsview Wealth Kingsview Wealth

Market Flash: AI Keeps Climbing, Inflation Stays Sticky, and the Alien in San Antonio

Coverage: May 27h, 2026 - June 2nd, 2026
Jun 2, 2026, 1:01:04 PM
Kingsview Wealth Kingsview Wealth

How Charitable Organizations Can Become Part of a Donor's Financial Life

A charitable gift often begins with a story.
May 27, 2026, 11:38:02 AM
Kingsview Wealth 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
Kingsview Wealth Kingsview Wealth

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® Tim Lux, CFP®, CPFA®