Kingsview CIO Scott Martin joins Cheryl Casone for a segment on the bond market and general outlooks as tariff and trade policies intensify.

Keith Demetriades, CFP®, CKA® You’ve been working towards this moment for decades. But have you really prepared for it? Once the countdown is over and you’ve left your retirement party, the reality of retirement is going to set in. And many new retirees are surprised by the waves of emotions they feel, especially in those […]

Gravestone Part III: Setting The Stage Two weeks ago, on Halloween, the S&P 500 closed the week forming a gravestone doji—a candle historically known for its ominous reputation. True to form, the market heeded that warning, delivering a bearish follow-through the following week. Yet just as the tombstone cast its shadow, a new pattern emerged […]

Executive Summary If you leave a job in your 50s, you may have more options than you think. Buried in the tax code is something called the “Age 55 Rule,” and it can save you thousands of dollars in penalties if you need to tap your retirement account before 59½. The problem is, hardly anyone […]