February 20, 2024
Kingsview Partners Welcomes Partners | Wealth Managers Shannon Avery & Kolby J. Madsen

Kingsview Partners today announced the addition of their newest wealth managers in Greensboro, North Carolina. Shannon Avery, AAMS®, and Kolby J. Madsen are former Edward Jones advisors who offer their clients in-depth industry experience and a deep commitment to personalized financial solutions. Working with Kingsview allows these advisors to provide comprehensive client services, including holistic […]

February 20, 2024
Volume Analysis | Flash Market Update – 2.20.24

Last week witnessed a stark departure from recent market trends. Since November, the market has been on an upward trajectory fueled by above-average inflows and increasing capital volume. However, the S&P 500 closed the past week down -0.41%, accompanied by significant net capital outflows. Despite the downturn, the net S&P 500 Capital Weighted Volume remained […]

February 14, 2024
Portfolio Manager Insights | How Loss Aversion and the Sequence of Returns Impact Investors – 2.14.2024

The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it first crossed the 4,000 mark. While some are understandably nervous any time the market is near record levels, investors also tend to grow more bullish as the momentum continues. Across market cycles, fear often turns […]