Richard Polson - Kingsview Partners

06/24/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

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?

06/19/2026

Other than a health emergency, few events are more stressful and disruptive to retirement strategy than an unexpected job loss or layoff. For many, it’s not just a hit to finances but also to confidence and sense of self.

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

06/17/2026

Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.

Solve a mystery while learning how important your credit report is with this story-driven interactive.

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

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

06/12/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

06/10/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

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

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.