Kingsview Partners - Chris Walsh

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

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

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?

08/24/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

08/20/2026

Four numbers worth knowing if you already have a trust.

$15 million: the 2026 federal estate and gift tax exclusion per individual.�
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$19,000: the 2026 annual gift-tax exclusion per recipient.�

10 years: how long many non-spouse beneficiaries have to empty an inherited retirement account.��

3 years: how long transferred life insurance can be pulled back into the insured's gross estate.

Each one can quietly change how your trust performs: its tax assumptions, its gifting provisions, who inherits your retirement accounts and how fast.

Your trust may not have changed. The rules around it have. When did you last review yours?

08/19/2026

Stocks and bonds are both creating opportunities for investors this year, but for different reasons.

The stock market has reached new highs, supported by strong earnings and continued growth across several sectors. At the same time, higher interest rates have pushed bond yields to some of their most attractive levels in years.

While markets near record highs can make investors hesitant, history shows that waiting for the perfect pullback can be costly. A balanced portfolio can help investors participate in growth while managing risk across different market environments.

New highs are part of investing.
Balance helps investors stay invested.

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?

08/17/2026

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.

08/14/2026

Our very own Kim Noe and her husband Brett went on a 2-week river cruise from Basel to Amsterdam. And we hear she brought back a ton of cheese. 4 countries, 8 ports and a whole lot of walking. They are already planning their next cruise. She’s back in the office and back in business but we are happy that she could finally take a well-deserved break.
Here are just a few of the fabulous pictures she shared on her social media.

08/13/2026

A will and a trust do different jobs. Most women need both.

A will names who gets certain property after your death. It's also the only place you can nominate guardians for minor children.

A trust does its work sooner. It holds property while you're alive, lets someone you choose step in if you can't manage things yourself, and controls when your beneficiaries receive what you leave them.

One catch: it only governs assets that have been transferred into it. A trust that owns nothing controls nothing.

So, what job does each one do in your plan?