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Tuesday, May 28, 2024

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Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

Thursday, April 25, 2024

https://kingswoodus.com/kingswood-in-the-news/kingswood-us-named-to-usa-todays-list-of-best-financial-advisory-firms-for-second-straight-year KINGSWOOD U.S. NAMED TO USA TODAY’S LIST OF BEST FINANCIAL ADVISORY FIRMS FOR SECOND...

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

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Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Sunday, February 25, 2024

Make no mistake. Financial planning and human connection go hand in hand. Don’t believe it? Watch this video.

Thursday, February 15, 2024

Since bottoming at the end of October, the Standard & Poor’s 500 (SPX) rose approximately 22%, over the milestone 5,000 level at the end of last week. Now, after a fantastic run, you knew that some profit taking would take place....

Monday, January 8, 2024

Gear up for 2024! Don’t let the new year catch you off guard. Use this guide to fortify your financial plan for 2024 and beyond.

Sunday, December 31, 2023

It has been almost two years since the Federal Open Market Committee (FOMC) began raising interest rates. The goal? To ease inflation and temper the consumer. The reality? Frustrated millennials were priced out of home buying, housing...

Wednesday, December 20, 2023

Four More Reasons ’24 Should Be a Good One for the Bulls  “Investing is like dieting. It is simple, but not easy.” Warren Buffett, Chairperson at Berkshire Hathaway It was a year ago this week that we moved to...

Monday, November 6, 2023

For stocks, we think the answer is yes, at least for the near to intermediate-term and possibly longer.For bonds, we think that a major long-term cycle low may be in.  See our 10 reasons why, below. After 3 months lower...

Friday, October 6, 2023

I was going through my final edits for this commentary and then the sacking of Speaker of the House Kevin McCarthy hit the newswires. That got me back to thinking about what to write. As you can see, news and markets move fast, and it...

Tuesday, August 22, 2023

After a spectacular rise this year for the major equity indexes, we have experienced a correction in August. This begs the question: Why? I have several theories, which I believe have all contributed in some part to the August pullback...

Monday, August 21, 2023

Happy end of summer! The rise in interest rates has led to a slaughter in long-term U.S. Treasuries. Even when we include the income earned on the bonds (which hasn’t been much in recent years), TLT is in the midst of a 40%+...

Friday, July 14, 2023

Life, as is the market, is a roller coaster ride. We focus on the market here of course and ride the ups and downs. Although you won't ever catch me on a roller coaster ride at this stage of my life, you will see that me ride the...

Monday, July 3, 2023

Happy 4th of July.Roth IRAA Roth IRA is one of the best ways to minimize taxes. Many people earn too much to qualify for a Roth IRA. Not long ago, an alternative for high earners to minimize taxes while maximizing income...

Thursday, June 15, 2023

The Federal Reserve (Fed) didn’t raise rates in June, leaving the Federal Funds rate in the 5-5.25% range. This was the first meeting in which they held back ever since they started raising rates back in March 2022.However, the...

Tuesday, June 13, 2023

MY Thoughts FOR TODAY, JUNE 12, 2023: This isn't 2000 againJune 13, 2023Last year, growth stocks got hit hard and plummeted due to rising inflation and interest rates. While we expected a pullback, the rapidity and magnitude of the...

Tuesday, June 6, 2023

Good afternoon! We look forward to our continued partnership with Sovereign Partners and the addition of Sovereign Fund IV to the platform.  The first $20M raised in this offering qualifies for additional shares under the Early...

Monday, June 5, 2023

Hi Everyone,Hope you're well and ready to have a fabulous summer. I wanted to put out an interesting quick note and chart (link) regarding the current market. Another potential positive for June? Years that gain >5% in Jan (like...

Friday, May 19, 2023

Real estate investors could consider this as a useful tool in real estate transactions to mitigate their capital gains tax bill.ExchangeRight

Wednesday, May 17, 2023

The Debt Talks on Capitol Hill is the topic of today's discussion. Each party points their fingers at each other, but we all know at the end of the day, an agreement will be reached.Here is what we know so far. The Republican...

Tuesday, May 9, 2023

Premium Financing can be a very useful tool for high net worth clients who have an estate tax issue, want to leave a legacy, or are concerned about tax rates rising over time.  Most high net worth clients like the idea of...

Tuesday, May 2, 2023

I just attended the Kingswood Elite Conference in Puerto Rico and wanted to provide everyone with a recap of interesting products to consider. These conferences are great to learn about new trends in the alternative investment world...

Tuesday, May 2, 2023

 Kingswood Named to the USA Today List of Best Financial Advisory Firms 2023 We are thrilled and honored to be named to the inaugural USA Today list of Best Financial Advisory Firms. Compiled by Statista for USA Today, the...

Monday, March 13, 2023

THOUGHTS FOR TODAY, MARCH 13, 2023: WHAT TO KNOW ABOUT THE SILICON VALLEY BANK COLLAPSEOn Thursday, the markets appeared to be performing well, until two events unfolded. The first was the introduction by the White House for a new...

Wednesday, March 8, 2023

We have a busy economic calendar these next two weeks – both data releases, testimony and an FOMC decision.Let’s begin with a review of the first two months of this year. January and the early part of February began on...

Tuesday, January 31, 2023

January 30, 2023 I often say that when it comes to investing you have to swing at the pitches that are being thrown at you. Using baseball as a metaphor, when you step up to bat you don’t know if the pitcher will throw you a...

Friday, January 13, 2023

THOUGHTS FOR 2023 RICHARD SIMINOUSIMINOU WEALTH MANAGEMENTKINGSWOOD U.S. January 13, 2023 2022 was without a doubt a horrible year for the financial markets. For the markets, Growth / Tech stocks got hit hard. The...

Monday, July 25, 2022

Hirschberg Harounian Art Advisory says “both” I’m often asked by my clients about art. A passion where my fiscal knowledge runs a little ahead of my aesthetic appreciation. I spoke to Lexi Harounian and Julia Hirschberg, co-founders...