Featured Insight

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January 14, 2026

Portfolio Manager Insights | Using Behavioral Finance to Set Investor Expectations — 1.14.26

The strong stock market performance of the past several years has been positive for investors and their financial plans. At the same time, these recent successes can lead to unrealistic expectations when it comes to long-term financial goals. This is because investing and financial planning occur through all parts of the cycle, in both good and bad markets. So, while benefiting from investment opportunities and managing risk are important, it’s just as critical to set proper expectations grounded in history, analysis, and tailored financial plans.

More Resources

article feed thumbnail-Behavioral Finance
PORTFOLIO MANAGER INSIGHTS

Using Behavioral Finance to Set Investor Expectations

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VOLUME ANALYSIS

Volume Analysis | Flash Update – 1.12.26

article feed thumbnail-Brian Gremminger
KINGSVIEW PARTNERS

Wealth Manager | Partner Brian Gremminger

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MARKETS AND ECONOMY

The Bond Market in 2026: What Could Go Wrong?

article feed thumbnail-market snapshot
MARKETS AND ECONOMY

Market Snapshot | January 2026

article feed thumbnail-What Is the Debt Ceiling
GOVERNMENT POLICY

What Is the Debt Ceiling and Why Does It Matter?

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RETIREMENT

3 Retirement Moves You Should Make in Your 50s, Not Your 60s

article feed thumbnail-Ashli Newcomb
INVESTMENT ADVISORY

Where Your Money Lives Matters More Than the Headlines

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RETIREMENT

Your Top 5 Retirement Questions Answered by a Financial Advisor

article feed thumbnail-Behavioral Finance
PORTFOLIO MANAGER INSIGHTS

Special Update: Venezuela, Oil, and the Impact on Portfolios — 1.07.26

article feed thumbnail-Volume Analysis
VOLUME ANALYSIS

Volume Analysis | Flash Update – 1.5.26

article feed thumbnail-CIO Scott Martin
KINGSVIEW PARTNERS

Kingsview CIO Scott Martin On News Nation with Connell McShane

article feed thumbnail-Volume Analysis
VOLUME ANALYSIS

Volume Analysis | Flash Update – 12.29.25

article feed thumbnail-10 Questions to Ask Before Hiring a Financial Advisor
INVESTMENT ADVISORY

10 Questions to Ask Before Hiring a Financial Advisor

article feed thumbnail-SMART $18K MOVE
RETIREMENT

The $18,000 Investment Every 55-Year-Old Should Make

Featured Insight

article feed thumbnail-Behavioral Finance
January 14, 2026

Portfolio Manager Insights | Using Behavioral Finance to Set Investor Expectations — 1.14.26

The strong stock market performance of the past several years has been positive for investors and their financial plans. At the same time, these recent successes can lead to unrealistic expectations when it comes to long-term financial goals. This is because investing and financial planning occur through all parts of the cycle, in both good and bad markets. So, while benefiting from investment opportunities and managing risk are important, it’s just as critical to set proper expectations grounded in history, analysis, and tailored financial plans.

More Resources

article feed thumbnail-Behavioral Finance
PORTFOLIO MANAGER INSIGHTS

Using Behavioral Finance to Set Investor Expectations

article feed thumbnail-Volume Analysis
VOLUME ANALYSIS

Volume Analysis | Flash Update – 1.12.26

article feed thumbnail-Brian Gremminger
KINGSVIEW PARTNERS

Wealth Manager | Partner Brian Gremminger

Quarterly-Market-Commentary-Image-blog-1024x538
MARKETS AND ECONOMY

The Bond Market in 2026: What Could Go Wrong?

article feed thumbnail-market snapshot
MARKETS AND ECONOMY

Market Snapshot | January 2026

article feed thumbnail-What Is the Debt Ceiling
GOVERNMENT POLICY

What Is the Debt Ceiling and Why Does It Matter?

article feed thumbnail-3 RETIREMENT MOVES IN YOUR 50S (2)
RETIREMENT

3 Retirement Moves You Should Make in Your 50s, Not Your 60s

article feed thumbnail-Ashli Newcomb
INVESTMENT ADVISORY

Where Your Money Lives Matters More Than the Headlines

article feed thumbnail-Top 5 Retirement Questions (2)
RETIREMENT

Your Top 5 Retirement Questions Answered by a Financial Advisor

article feed thumbnail-Behavioral Finance
PORTFOLIO MANAGER INSIGHTS

Special Update: Venezuela, Oil, and the Impact on Portfolios — 1.07.26

article feed thumbnail-Volume Analysis
VOLUME ANALYSIS

Volume Analysis | Flash Update – 1.5.26

article feed thumbnail-CIO Scott Martin
KINGSVIEW PARTNERS

Kingsview CIO Scott Martin On News Nation with Connell McShane

article feed thumbnail-Volume Analysis
VOLUME ANALYSIS

Volume Analysis | Flash Update – 12.29.25

article feed thumbnail-10 Questions to Ask Before Hiring a Financial Advisor
INVESTMENT ADVISORY

10 Questions to Ask Before Hiring a Financial Advisor

article feed thumbnail-SMART $18K MOVE
RETIREMENT

The $18,000 Investment Every 55-Year-Old Should Make

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