Kingsview Partners: Eric Caswell

09/07/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

09/05/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

09/04/2026

A 401(k) can run for years on choices made during one rushed enrollment.

The contribution rate may still be the default. The investment may be the fund selected when you were hired. The beneficiary may reflect a life you no longer live.

National 401(k) Day is a reason to open the account and check what is actually happening inside it:

• How much of each paycheck is being contributed?
• Are you receiving the full employer match available to you?
• Where is the money invested?
• Who is named as beneficiary?

This September, Ask Her is answering the questions that matter at three different stages: getting started, making the plan work harder, and preparing to use the account in retirement.

Your balance tells you what is there. These settings help determine what happens next.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

09/02/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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?

08/31/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

08/29/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

08/27/2026

Planning a Roth conversion in a year you also owe a required minimum distribution? Order matters.

The RMD comes out first. Every time. That amount can't be rolled over or converted.

Once it's satisfied, you can convert additional pretax dollars. The converted amount generally lands in this year's taxable income, and it shifts more of your wealth toward assets that can grow tax-free.

That decision reaches past April: future RMDs, retirement income, and whether your beneficiaries inherit taxable assets or tax-free ones.

Before year-end, ask yourself: am I making this decision for this year's tax bill, or for the plan behind it?

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?