Kingsview Partners: Zane Christian

10/15/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

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?

10/12/2026

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.

10/08/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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?

10/05/2026

This investment account question is vital and should be answered as early as possible. Explore the reasons in this piece.

This investment account question is vital and answered as early as possible.

10/01/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

09/30/2026

Thanks to my amazing partners at Kingsview Partners for the opportunity to ring the opening bell at the Chicago Board Options Exchange

09/28/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

09/24/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.