Kingsview Partners / Harold Wenger Jr.

07/17/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

07/16/2026

More than $8 trillion is currently sitting in money market funds as investors wait for the "right" opportunity to invest.

While holding cash can feel safe, history has shown that trying to perfectly time the market is incredibly difficult. By the time the "all clear" arrives, markets have often already begun moving.

For newer investors, the better question may not be "When should I invest?" but rather "Do I have a strategy that lets me invest consistently, regardless of the headlines?"

Building wealth isn't about predicting tomorrow. It's about creating habits that can last for decades.��Want to dive deeper into this and other trends shaping today's markets?

Download our 2026 Mid-Year Outlook for additional insights from the Kingsview Investment Management Investment Committee.

https://shorturl.at/9uKts

07/15/2026

Cash plays an important role in every financial plan, but holding too much can come with hidden costs.

With inflation still above short-term cash yields, excess cash may lose purchasing power over time. While savings accounts and money market funds are valuable for near-term needs and emergency reserves, long-term financial goals often require assets that have greater potential to grow and outpace inflation.

The key isn't avoiding cash—it's making sure your cash allocation aligns with your financial plan, time horizon, and long-term objectives.

Cash has a purpose.
So does staying invested.

Read this week's to learn more:

An important yet counterintuitive issue for investors is that long-term interest rates have risen despite the Fed’s latest cuts. Why is this happening and how does it impact investor portfolios?

07/13/2026

There are so many reasons to create a will this month, but here are three big ones to consider:

Direct Your Property: Creating a will tells the courts how you want your property distributed. Without a will, state laws will determine how your estate is divided, which may not align with your intentions.

Provide instructions to the probate court: A will can help manage the probate process, providing instructions to the court.

Designate Guardianship for Minor Children: If you have minor children, a will allows you to appoint a guardian to care for them. This crucial step directs that your children are raised by someone you trust, rather than leaving the decision to the courts.

07/10/2026

There's a moment many people experience at some point in their lives.

You're booking a flight. You scroll past the standard seat… and pause at first class.

Not because you have to upgrade.
Not because you're trying to impress anyone.
But because you've worked hard, and you're wondering when you're allowed to start enjoying the perks.

Milestones can shift the way we think about money.
A career high. An empty nest. A major life win. Retirement on the horizon.

Financial discipline matters. So does lifestyle.

The goal isn't reckless spending—and it isn't endless accumulation, either. It's aligning your resources with the life you actually want to live.

Sometimes that means staying in your seat.
Sometimes it means stretching out a little.

If you're navigating what "enjoying the journey" looks like in your own life, we'd be happy to talk it through with you. ✈️

07/10/2026

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

07/08/2026

The U.S. dollar influences far more than currency markets. It affects trade, inflation, interest rates, and the performance of many asset classes.

Over the past year, investors have focused on the "debasement trade" — the idea that fiscal policy and monetary decisions would lead to a persistently weaker dollar. Yet the story has become more nuanced.

As the dollar has stabilized, gold has pulled back from its highs, while Bitcoin has remained volatile despite a strong equity market. These shifts highlight how quickly market narratives can change.

Rather than chasing individual assets or headlines, investors are often better served by maintaining a diversified portfolio built to navigate different market environments.

Market narratives change.
Long-term investing principles don't.

Read this week’s to learn more:

An important yet counterintuitive issue for investors is that long-term interest rates have risen despite the Fed’s latest cuts. Why is this happening and how does it impact investor portfolios?

07/02/2026

Isn't it amazing to call America our home? God bless the USA!

Independence isn't merely a day on the calendar; it's part of daily life in the United States.

How are you spending this Fourth of July? Joining in the celebrations with loved ones? Relaxing under the sun and grilling? Share your plans below!

From my family to yours, wishing you a wonderful Independence Day!

07/01/2026

This month's chart tracks the Rolex resale market alongside the S&P 500. When the consumers start pulling back on luxury purchases, it can be a signal. What signals are you watching right now?