Kingsview Partners - Financial Advisor: Todd Confarotta

10/14/2026

Four years ago, the S&P 500 hit its lowest point of the 2022 bear market. Today, the index has more than doubled, highlighting how dramatically market conditions can change over time.

As the bull market enters its fifth year, strong corporate earnings and economic resilience have helped drive markets to new highs. While valuations remain elevated in some areas, this milestone is also a reminder that uncertainty and volatility are natural parts of investing.

Rather than trying to time the next market shift, long term investors benefit from maintaining a balanced portfolio and staying focused on their financial goals.

Markets can change quickly.
Perspective and discipline matter.

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?

10/14/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

10/12/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/07/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

10/07/2026

The U.S. dollar has strengthened significantly over the past year, supported by higher real interest rates and its role as a safe haven during periods of uncertainty.

A stronger dollar can benefit consumers and lower the cost of imports, but it can also create headwinds for U.S. exporters and international investments.

For long term investors, currency movements are another reminder of the value of diversification. Holding a balanced mix of domestic and international assets can help investors navigate shifts in currencies, interest rates, and global economic conditions.

The dollar can move quickly.
A balanced portfolio can provide perspective.

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?

10/06/2026

Had the opportunity to join the Kingsview Partners team at Cboe and ring the opening bell. Standing above the trading floor as the bell rang was one of those moments I’ll remember for a long time.

Very grateful for the people, experiences, and opportunities this career continues to bring my way.

10/06/2026

An incredible morning in Chicago — honored to be on stage as the CBOE opening bell rang at the Kingsview Conference. Grateful for the conversations, the energy, and the chance to be part of something that truly makes a difference in people’s lives.

10/05/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

10/02/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?