In this insightful Smart Money Circle episode, host Adam Sarhan interviews Harold Wenger Jr., who shares his 40+ year journey in the financial services industry. Harold discusses the evolution of his career from transactional sales to a comprehensive financial planning practice, emphasizing the central role of personalized, detailed planning in helping clients manage risk and […]

Recent economic concerns have caused consumer sentiment to fall, though spending remains healthy. What do these mixed conditions mean for markets and the economy?

All-Time Highs Breached as Capital Flows Leads the Advance Last week concluded with a decisive show of strength as Friday’s capital flows recorded a commanding 95% inflow day. For the week, inflows outgunned outflows by nearly a two-to-one margin based on total capital-weighted dollar volume. In our prior dispatch, we noted that supply lines were […]

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