Your New Goals-Based Wealth Manager We are thrilled to introduce Sara Provines, the newest member of the Kingsview Partners Fort Wayne team. Sara brings a wealth of experience and a passion for goal-based investment that aligns perfectly with our mission to help clients achieve their financial objectives. Sara’s approach to financial planning is rooted in […]
Former Edward Jones Advisor Opens Office in Marysville, OH Kingsview Partners announced today the opening of their newest office in Marysville, Ohio. Cory L. Hixson, CFP® comes to Kingsview with over a decade of industry experience, working to put the financial puzzle pieces together with clients. As a financial advisor, Cory continues his dedication to […]
Former Edward Jones Advisor Opens Office in Marysville, OH Kingsview Partners announced today the opening of their newest office in Marysville, Ohio. Zach R. Boyd, CFP® is a former Edward Jones advisor bringing more than 15 years of financial experience to Kingsview’s independent platform. His journey began in his family’s restaurant, where he learned the […]
Executive Summary Traditional and Roth IRAs each offer unique tax benefits, and the choice between them depends on your current income, future tax expectations, and retirement goals. Understanding their differences helps you make smarter decisions, reduce taxes, and create flexibility for the future. Want to watch an in-depth exploration of this topic? Check out this […]
Executive Summary Choosing between buy-and-hold and tactical investing strategies is a decision that can shape your entire financial future. Buy-and-hold relies on staying invested over the long term, capitalizing on time in the market, while tactical investing involves timing market moves to capitalize on short-term opportunities. Each has its merits and risks, and understanding how […]
Executive Summary Estate planning is not just for the wealthy; it’s a vital process for anyone who wants to protect their loved ones, preserve their legacy, and ensure their wishes are followed. From drafting a will to naming guardians, managing assets, and planning for long-term care, estate planning empowers you to take control of your […]
Executive Summary Financial literacy is more than balancing a budget—it’s about understanding how money works and using it as a tool to achieve your goals! By learning key financial skills like saving, managing debt, and planning for retirement, you gain clarity, control, and the confidence to take ownership of your future. Want to watch an […]
Kingsview Partners Newest Partners | Wealth Manager, in London, OH
Executive Summary You can enjoy your retirement while protecting your savings: it doesn’t have to be a tradeoff! Dynamic spending lets you adjust your withdrawals to live with intention, balancing life’s priorities without compromising financial stability. Want to watch an in-depth exploration of this topic? Check out this video on my YouTube channel, @savvysteward: Retirement […]
Executive Summary When it comes to investing, the debate between index funds and actively managed funds often boils down to one question: is active management worth the higher fees? While index funds excel at keeping costs low and tracking market performance, active management can add value in niche or volatile markets. Understanding the strengths and […]