Kingsview Partners - Ashby Dawson

06/24/2026

The Federal Reserve has evolved significantly over time, from the era of limited communication under Alan Greenspan to today’s more transparent approach.

With Kevin Warsh beginning his term as Fed Chair, investors are asking what changes in policy and communication could mean going forward. While Fed leadership matters, history shows markets and the economy have grown across many different policy environments.

For long-term investors, the bigger drivers remain productivity, innovation, earnings growth, and maintaining a disciplined investment approach.

Fed leadership changes.
Investment principles remain.

Read this week’s to learn more:

An important yet counterintuitive issue for investors is that long-term interest rates have risen despite the Fed’s latest cuts. Why is this happening and how does it impact investor portfolios?

06/22/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

06/18/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

06/17/2026

Markets responded positively to news of a preliminary U.S.–Iran agreement, with stocks moving higher while oil prices and interest rates moved lower.

While lower energy prices could help ease inflation pressures and support consumers, history reminds us that markets have navigated many geopolitical events over time. Long-term outcomes have typically been driven more by economic cycles, earnings growth, and staying invested than by headlines alone.

For investors, moments like this reinforce the value of maintaining portfolio balance and focusing on long-term financial goals.

Markets react.
Disciplined investors stay focused.

Read this week’s to learn more:

An important yet counterintuitive issue for investors is that long-term interest rates have risen despite the Fed’s latest cuts. Why is this happening and how does it impact investor portfolios?

06/15/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

06/11/2026

Dividend yield tells you how much income a holding generates relative to its price. Use this tool to calculate yield and see what it could mean for your portfolio.

Calculate the dividend yield of a holding and see what that means for income over time.

06/10/2026

Recent market volatility is a reminder that strong returns and market pullbacks often go hand in hand.

Investor concerns have shifted toward the possibility of future Fed rate hikes, higher interest rates, and renewed geopolitical tensions. While these developments can create short-term uncertainty, history shows that markets have performed well across many different rate environments.

For long-term investors, maintaining perspective, diversification, and portfolio balance remains just as important during market highs as it is during periods of volatility.

Strong markets are worth celebrating.
Risk management should never be forgotten.

Read this week's to learn more:

06/08/2026

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

06/04/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.