Explore more resources from Kingsview Wealth:
How Often Should I Rebalance My Portfolio?
The latest 401(k) statement shows 73% in stocks. The original target was 60%. With retirement two years away, ...
Oct 23, 2026, 12:29:18 PM
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Kingsview Wealth
What Is an Expense Ratio? How Fund Fees Affect Your Investments
The 401(k) rollover paperwork is ready, and you're deciding where to invest $500,000. One fund charges 0.75% ...
Oct 23, 2026, 11:04:46 AM
Kingsview Wealth
The Fed and AI: What Investors Should Think About for the Long Term
The Nobel Prize-winning economist Paul Romer once wrote that “economic growth springs from better recipes, ...
Sep 1, 2026, 1:19:24 PM
Kingsview Wealth
October 15th Tax Extension, Penalties, and Next Steps
Your federal tax return is late. The Form 4868 in your records protected the filing deadline through October ...
Sep 1, 2026, 10:21:05 AM
Kingsview Wealth
Ask Tim: The Estate Plan Made Sense Until It Became Real
For some, summer is a fun-filled season packed with vacations, concerts, festivals, and days at the beach. ...
Aug 12, 2026, 1:30:49 PM
Tim Lux, CFP®, CPFA®
Ask Tim: Did Payroll Just Steal My Tax Break?
After two weeks on the road, navigating the dense wildfire smoke in Northern Michigan and the blistering heat ...
Jul 29, 2026, 10:20:36 AM
Tim Lux, CFP®, CPFA®
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®
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