Kingsview Partners / Harold Wenger Jr.

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

Dreaming Up an Active Retirement When you retire, how will you treat your next chapter?

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:

Portfolio Manager Insights | The Dollar, Gold, and Bitcoin: Explaining Recent Volatility — 7.8.26 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?

At a certain stage, budgeting becomes less about monthly spending and more about coordination.

Multiple accounts. Charitable goals. Family support. Travel. Business interests. Retirement income. Legacy planning.

The question becomes: is every part of your financial life working from the same picture?

This month, Ask Her is helping accomplished investors look at budgeting through a wider lens: cash flow, tax planning, income timing, giving, and long-term family priorities.

Because even a strong financial life benefits from structure.

A thoughtful budget can help protect flexibility, reduce friction, and keep wealth aligned with what matters most.