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

Strange Brew Markets often finish mixed, but this past week delivered a particularly strange brew. While headline price action appeared benign, the underlying rotation and volume behavior told a far more nuanced story. New highs were attempted, leadership fractured, and participation failed to fully confirm in some ways reinforcing the broadening we have highlighted previously […]

Executive Summary Many retirees assume stepping away from work entirely is the ultimate retirement goal. But as a financial advisor, Keith Demetriades has seen how a small amount of meaningful work can keep people more connected, more mentally engaged, and more grounded in their routines. See an in-depth exploration of this topic here: https://www.youtube.com/watch?v=pu_SXlPX03g Take […]

Information alone doesn’t create confidence. Organization does. A well-organized financial plan helps you see the full picture and make decisions without overwhelm. Why Organization Is Underrated Many people technically have a plan but: This makes every decision feel heavier than it needs to be. What an Organized Plan Provides Organization allows you to: It also […]