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.

Feel empowered with this step-by-step guide to reviewing your life insurance needs.
05/27/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

Investors have plenty to celebrate as the S&P 500 surpassed 7,500 for the first time, supported by strong earnings growt...
05/27/2026

Investors have plenty to celebrate as the S&P 500 surpassed 7,500 for the first time, supported by strong earnings growth, AI enthusiasm, and renewed IPO activity.

At the same time, rising interest rates and elevated valuations are reminders that markets never move higher without challenges. Higher bond yields are also creating new opportunities for income and diversification across portfolios.

While technology continues to lead, maintaining balance across sectors and asset classes remains critical in today’s environment.

Strong markets create opportunity.
Diversification helps manage the risks that come with them.

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?

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through ...
05/25/2026

Required minimum distributions can catch retirees off guard. Use this calculator to estimate your RMD and think through how it fits into your overall picture.

Calculate your required minimum distribution amount based on your account balance and age.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
05/22/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Where do you begin when buying a home? This article has some pointers.
05/20/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

Federal Reserve leadership changes always attract attention, especially during periods of inflation, market volatility, ...
05/20/2026

Federal Reserve leadership changes always attract attention, especially during periods of inflation, market volatility, and economic uncertainty.

With Kevin Warsh confirmed as the new Fed Chair, investors are evaluating what his views on inflation, interest rates, and Fed policy could mean for markets in the years ahead.

History shows that markets and the economy have grown through many different Fed leadership transitions and policy environments. While interest rates matter, they are only one part of a much larger picture that includes earnings growth, innovation, productivity, and consumer strength.

For long term investors, the key is maintaining perspective. Markets may react to each Fed decision, but financial success is still built on diversification, discipline, and long term planning.

Fed leadership may change.
Long term investing principles do not.

Read this weeks 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?

Do you know how long it may take for your investments to double in value?
05/18/2026

Do you know how long it may take for your investments to double in value?

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
05/15/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
05/13/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.
05/11/2026

Many people stop being "and-a-half" around age 12. But at age 50, "and-a-half" makes a comeback.

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Periodic withdrawals in retirement may not be such a good idea.
05/08/2026

Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

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