Richard Polson - Kingsview Partners

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

There are many factors to consider before tapping retirement money to pay for college.
10/16/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

Four years ago, the S&P 500 hit its lowest point of the 2022 bear market. Today, the index has more than doubled, highli...
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?

Doing some home improvement?  There's one item that most homeowners overlook when undertaking remodeling projects.
10/14/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
10/12/2026

Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.

Explore the growing influence women wield over the economy with this handy infographic.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
10/09/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
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...

Attention Estate Executors: Do you know about the Alternate Valuation Date?
10/07/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

The U.S. dollar has strengthened significantly over the past year, supported by higher real interest rates and its role ...
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?

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
10/05/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
10/02/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

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