---
title: Kingsview Wealth Blog | Investment Strategy (2)
description: Investment Strategy | Finance and investment news, insights, and resources from Kingsview's fiduciary wealth managers. (2)
---

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### 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](https://resources.kingsviewwealth.com/hs-fs/hubfs/KVW%20--%20Brand%20Assets/KVP-background1%20(2).png?width=32&height=32&name=KVP-background1%20(2).png) Kingsview Wealth

<https://resources.kingsviewwealth.com/articles/beyond-the-gala-table-charitable-giving-strategies-for-high-net-worth-families>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Estate & Legacy](https://resources.kingsviewwealth.com/articles/tag/estate-legacy) [Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy)

### 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

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<https://resources.kingsviewwealth.com/articles/how-dsts-help-real-estate-owners-step-away-from-landlord-life>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy)

### 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®](https://resources.kingsviewwealth.com/hs-fs/hubfs/8_orgid_e8d45158-42d9-497d-b40d-3538ad3e2bdf.jpg?width=32&height=32&name=8_orgid_e8d45158-42d9-497d-b40d-3538ad3e2bdf.jpg) Tim Lux, CFP®, CPFA®

<https://resources.kingsviewwealth.com/articles/ask-tim-selling-the-family-business-without-blowing-up-holiday-gatherings>

[Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy)

### 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

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<https://resources.kingsviewwealth.com/articles/trump-accounts-a-new-child-savings-tool-families-should-understand>

[Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy)

### 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

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<https://resources.kingsviewwealth.com/articles/how-charitable-organizations-can-become-part-of-a-donors-financial-life>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy)

### 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

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<https://resources.kingsviewwealth.com/articles/elon-musk-says-ai-will-make-retirement-planning-obsolete.-is-he-right>

[Retirement Planning](https://resources.kingsviewwealth.com/articles/tag/retirement-planning) [Tax Optimization](https://resources.kingsviewwealth.com/articles/tag/tax-optimization) [Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy)

### Ask Tim: Taxes Get Weird With Startup Equity

 For a long time, equity compensation sounded like something reserved for Silicon Valley founders, early ...

 May 6, 2026, 3:24:31 PM

![Tim Lux, CFP®, CPFA®](https://resources.kingsviewwealth.com/hs-fs/hubfs/8_orgid_e8d45158-42d9-497d-b40d-3538ad3e2bdf.jpg?width=32&height=32&name=8_orgid_e8d45158-42d9-497d-b40d-3538ad3e2bdf.jpg) Tim Lux, CFP®, CPFA®

<https://resources.kingsviewwealth.com/articles/ask-tim-taxes-get-weird-with-startup-equity>

[Market Insights](https://resources.kingsviewwealth.com/articles/tag/market-insights) [Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy)

### Quick Answers: Should You Keep Extra Cash in a High-Yield Savings Account or Invest It?

 When interest rates are high, keeping extra money in a high-yield savings account feels smart — and in many ...

 Apr 22, 2026, 8:30:01 AM

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<https://resources.kingsviewwealth.com/articles/quick-answers-should-you-keep-extra-cash-in-a-high-yield-savings-account-or-invest-it>

[Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy)

### Cash Is Still King? Why $7 Trillion Sits on the Sidelines

 As of October 15, 2025, U.S. money-market fund assets stood at $7.37 trillion. That’s an all-time record — ...

 Feb 27, 2026, 8:00:03 AM

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<https://resources.kingsviewwealth.com/articles/cash-is-still-king-why-7-trillion-sits-on-the-sidelines>

[Investment Strategy](https://resources.kingsviewwealth.com/articles/tag/investment-strategy)

### Quick Answers: What’s the Best Investment Strategy During High Inflation?

 When inflation runs hot, every dollar you hold loses a bit of its value. The best investment strategy during ...

 Jan 2, 2026, 8:45:00 AM

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<https://resources.kingsviewwealth.com/articles/quick-answers-whats-the-best-investment-strategy-during-high-inflation>

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*Investment advisory services are offered through Kingsview Wealth Management, LLC ("KWM"), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Insurance Services, LLC ("KIS"), by individually licensed and appointed insurance agents. KWM and KIS are subsidiaries of Kingsview Partners.*