Should You Keep Your Parents’ Financial Advisor After Receiving an Inheritance?

The inherited IRA is still invested exactly as your parent left it, and the advisor who managed the account ...
Aug 18, 2026, 10:13:06 AM
Kingsview Wealth Kingsview Wealth

Market Flash: Jobs Fell Off Payroll, Oil Found the Gas Pedal, and AI Called the Bank

Coverage: August 5th–11th, 2026
Aug 11, 2026, 2:47:10 PM
Kingsview Wealth Kingsview Wealth

Market Flash: Records Return, the Fed Splits, and Baseball Empties the Farm

Coverage: July 29th–August 5th, 2026
Aug 5, 2026, 10:12:43 AM
Kingsview Wealth 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 ...
Aug 3, 2026, 1:47:14 PM
Kingsview Wealth Kingsview Wealth

Questions to Ask a Financial Advisor Before Hiring

Hiring a financial advisor is a consequential decision. You are choosing someone who may influence your ...
Jul 29, 2026, 4:21:31 PM
Kingsview Wealth Kingsview Wealth

20 Ways Your Retirement Can Get Derailed (and How to Prevent It)

Retirement planning feels orderly while income arrives on a schedule. Once paychecks stop, money behaves ...
Jul 29, 2026, 10:42:28 AM
Kingsview Wealth Kingsview Wealth

Questions to Ask a Financial Advisor About Retirement

Your retirement date is approaching, the 401(k) statement looks substantial, and the retirement calculator ...
Jul 23, 2026, 5:00:00 AM
Kingsview Wealth Kingsview Wealth

How Much Does a Financial Advisor Cost?

The advisory agreement says 1%, but the prospective client cannot tell whether that means $1,000, $10,000, or ...
Jul 7, 2026, 7:03:00 PM
Kingsview Wealth Kingsview Wealth

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® 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 Kingsview Wealth