Quarterly Checks Maintain Long-Term Growth Rebalancing isn’t about chasing the next hot stock; it’s about staying disciplined and focused on long-term growth. Focusing on consistent, strategic checks is the one strategy I use to rebalance my portfolio rather than trying to time the market. I typically rebalance my portfolio quarterly to ensure that my allocations […]
Apply the 80/20 Rule to Maximize Results The goal isn’t to check off more boxes — it’s to make the right boxes really count. Effective time management is all about focusing on things that truly move the needle. I have learned to balance long-term strategic thinking with what matters on a daily basis while being […]
Retirement planning can be a complex puzzle, but expert strategies can help improve your financial outlook. This article explores seven key approaches recommended by seasoned retirement planners to enhance your long-term financial security. From asset segmentation to diversification tactics, these insights offer practical ways to strengthen your retirement portfolio and maximize your financial potential. Segment […]
In the world of finance, one truth remains constant: people are not purely rational decision-makers. Traditional financial theories assume that investors make decisions based on logic and a deep understanding of market fundamentals, but behavioral finance challenges this notion, emphasizing the psychological factors that drive financial decisions. As the field of behavioral finance evolves, it’s […]
Focus on Net Retirement Income If I had to pick a metric to focus on in my retirement, it would be net retirement income. While gross income looks impressive on paper, it doesn’t matter in reality. What matters is the amount you are left with once Uncle Sam and medical expenses have taken their cut […]
Treat Personal Finances as Business Investor The key to becoming a business owner who doesn’t get lost in the hustle of growing their company while ignoring their own personal finances is to develop a mindset of financial harmony, where personal and business financial decisions complement, rather than compete with, each other. The owner must not […]
As we face an unstable economy, it’s important to approach your finances with a proactive approach, rather than with a reactive one. Following are a few smart moves, and some common mistakes to avoid that can help weather the storm: 1) Prioritize Building and Protecting Cash FlowHaving a steady cash flow in unstable times is […]
“The only thing risk-free in life is staying stuck. To move forward in your financial journey, you need to assess and embrace risk—not avoid it.” — Harold Wenger, Jr. In the current fast-paced, ever evolving financial landscape, the traditional methods of financial risk assessment are quickly becoming obsolete. For years, investors and financial advisors have […]
Former Raymond James Advisor Opens Kingsview Partners Office in Lancaster, Pennsylvania Kingsview Partners today announced the opening of their newest office in Lancaster, Pennsylvania. Partner | Wealth Manager Harold Wenger, Jr. is a highly experienced financial professional with over four decades of dedicated service to his clients specializing in comprehensive financial solutions, including retirement income […]