Kingsview Partners - Financial Advisor: Todd Confarotta

Kingsview Partners - Financial Advisor: Todd Confarotta Kingsview Wealth Management is an investment fiduciary dedicated to serving the needs of individual. Enough about me, let’s talk about YOU

Kingsview is a multi-faceted, fee-based investment advisory firm.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
09/07/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
09/04/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

When was the last time you updated your will?
09/02/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

AI and Federal Reserve policy may seem like separate topics, but both are shaping the economic outlook.While the Fed rem...
09/02/2026

AI and Federal Reserve policy may seem like separate topics, but both are shaping the economic outlook.

While the Fed remains focused on inflation and the labor market, AI could have a more lasting impact through productivity and economic growth. The challenge is determining how quickly these benefits will materialize.

For investors, separating short term uncertainty from longer term trends is key. Productivity, innovation, and economic growth can have a lasting impact on markets, even as Fed policy continues to shift.

The Fed influences the cycle.
Productivity can shape the future.

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?

Many have heard they should avoid probate; do you understand what probate is and how it works?
08/31/2026

Many have heard they should avoid probate; do you understand what probate is and how it works?

Probate can be a completely public process, or it can be managed to include as little information as possible.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
08/28/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Tariff refunds, rising deficits, and a national debt exceeding $40 trillion have added to concerns around the U.S. fisca...
08/26/2026

Tariff refunds, rising deficits, and a national debt exceeding $40 trillion have added to concerns around the U.S. fiscal outlook.

Yet markets have continued to reach new highs, highlighting an important lesson for long term investors: headlines do not always translate into lasting portfolio impacts.

Trade policy and fiscal challenges matter, but history shows that markets have navigated many different economic and political environments. Maintaining perspective and a balanced portfolio remains key to staying focused on long term financial goals.

Fiscal uncertainty can create headlines.
Perspective helps 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?

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
08/26/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

What did it take to become the richest man in Babylon?
08/24/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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