What’s the right balance between enjoying your wealth in retirement and making sure your nest egg lasts all the way through retirement? To answer that question, many seniors turn to a number: 4%. But as many of the assumptions about both personal longevity and economic stability continue to change, longstanding assumptions about spending and withdrawal […]

The Christmas March: Awaiting the Santa Orders After weeks of heavy conflict and spirited counterattacks, the market grew noticeably quiet — as if troops and commanders alike were awaiting their next set of orders. The battlefield tone this week felt more like tactical repositioning than outright engagement. The generals, represented by the Invesco QQQ Trust […]

Advisor Serving Clients Throughout West Liberty, Bellefontaine, and the Greater Logan County Region Kingsview Partners is pleased to spotlight Partner and Wealth Manager Colton T. Lowry, who operates his independent advisory practice across West Liberty, Bellefontaine, and the greater Logan County area. A native of West Liberty and a graduate of Miami University with a Bachelor’s Degree in […]

Life transitions affect your head your heart and your financial world all at once. Whether the change comes through divorce, widowhood, a medical event, a career shift, or simply stepping into the role of financial decision maker for the first time the weight of responsibility can feel overwhelming. You can navigate this.And you do not […]