Trenton Lay, Kingsview Partner - Wealth Manager

04/24/2025

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

04/23/2025

Tariffs and Fed uncertainty have created volatility in the bond market. Current conditions create both challenges and opportunities for investors, particularly those dependent on portfolio income.

Read this week’s to learn more: https://bit.ly/4jQv0Pv

04/22/2025

Self-employed? Learn more about your retirement plan options.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

04/17/2025

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

04/16/2025

U.S.-China trade tensions have intensified with unprecedented tariff increases, but the interconnectedness of the two economies can provide perspective for long-term investors.

Read this week’s to learn more: https://bit.ly/42W1q4j

04/15/2025

Concerned about identity theft? Some things to leave at home.

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

04/10/2025

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

04/09/2025

Concerns about potential trade wars and a recession have intensified, with markets declining worldwide. How can investors best position in this time using both offensive and defensive strategies?

Read this week’s to learn more: https://bit.ly/43RygW5

04/08/2025

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

04/03/2025

Surprises crop up every day, and they’re a great reason to work with us.

Making the most of surprises is a great reason to work with us.

04/02/2025

The stock market continues to hover near correction territory due to tariff concerns, with tech stocks leading the decline. How can investors keep perspective amid this volatility?

Read this week’s to learn more: https://bit.ly/4479sZZ

04/01/2025

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.