Kingsview Partners: Eric Caswell

10/17/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

10/15/2026

One of the easiest places to leave money on the table is your own paycheck.

If your employer offers a 401(k) match, check what you need to contribute to receive the full amount available to you.

Then look one step further.

• What percentage are you contributing now?
• Where is the money invested?
• Who is listed as your beneficiary?

These are small settings, but they can sit untouched for years.

Our Ask Her program provides a clear, practical approach to reviewing your finances and setting priorities for the year ahead.

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?

10/14/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

10/12/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

10/10/2026

Cyber attacks are a growing online threat, but the good news is that you can insure your business!

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

10/09/2026

There are some financial decisions you can revisit in January.

Others close with the calendar.

That makes the end of the year a good time to look at what still needs attention.

• Are you getting the full retirement match available to you?

• Did this year create gains or losses worth reviewing?

• If you take RMDs, has the full amount come out?

This month, Ask Her is focusing on the year-end reminders that matter at different stages of your financial life.

A few minutes now could save you from discovering something in January that would have been easier to fix in December.

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...

10/07/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

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?