Richard Polson - Kingsview Partners

Richard Polson - Kingsview Partners Kingsview is a multi-faceted, fee based investment advisory firm that believes successful investment management begins with sound financial planning.

Lifestyle inflation can be the enemy of wealth building.
09/02/2026

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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?

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
08/31/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
08/28/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

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?

Wondering about your choices for putting aside money for retirement? Learn more about your options.
08/26/2026

Wondering about your choices for putting aside money for retirement? Learn more about your options.

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Thinking of volunteering in retirement? Some considerations.
08/24/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
08/21/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
08/19/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Stocks and bonds are both creating opportunities for investors this year, but for different reasons.The stock market has...
08/19/2026

Stocks and bonds are both creating opportunities for investors this year, but for different reasons.

The stock market has reached new highs, supported by strong earnings and continued growth across several sectors. At the same time, higher interest rates have pushed bond yields to some of their most attractive levels in years.

While markets near record highs can make investors hesitant, history shows that waiting for the perfect pullback can be costly. A balanced portfolio can help investors participate in growth while managing risk across different market environments.

New highs are part of investing.
Balance helps investors stay invested.

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?

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