Market Flash: Gas Rises Above $4 Nationally
The quarter limped across the finish line with energy, rates, and geopolitics doing most of the talking. The S&P 500’s weakest quarter since 2022 says plenty about the mood, while Brent near $115 and WTI above $104 kept inflation fears alive and gave investors one more reason to trim risk. A little quarter-end bounce showed […]
Market Flash: Fed on Hold, Growth Cooling, and Oil Still Running the Room
From March 18 through March 24, markets got a reminder that the biggest issue still sits upstream. After the Fed held rates steady at 3.50% to 3.75% on March 18, investors briefly leaned into a steadier read on policy. That mood faded as U.S. business activity slipped to an 11-month low in March, while Brent […]
Ask Tim: Tax-Loss Harvesting and K-1 Extensions
March Madness is truly getting me through this winter. Or is it spring right now? Who knows. In Chicago, we’ve experienced a sunny 70 degrees, freezing temps with snow, and everything in between in the last week alone. It’s been meteorological chaos… and I’m just over it.
Ask Tim: A Little Green, A Little Giving, and A Few Tax Wins
I hope everyone had a great St. Patrick’s Day and isn’t feeling too rough this week. Personally, I’ve always loved the holiday, mostly for the food. Give me a warm plate of corned beef and cabbage, a Guinness, and I’m a happy man. And in Chicago, St. Patrick’s Day is a spectacle. The river goes […]
The One Big Beautiful Bill: Here’s What It Means for Your Taxes.
Unless you’ve been completely off the grid, you’ve heard about the One Big Beautiful Bill Act — the sweeping legislation President Trump signed into law on July 4, 2025. It’s one of the most significant tax overhauls since 2017, and parts of it can affect your 2025 taxes, meaning the return you file in 2026. […]
Market Flash: Oil Takes the Wheel, While the Fed Grips the Dash
The last seven days gave investors a familiar kind of stress: a geopolitical shock that quickly turned into a market problem. As shipping risk around the Strait of Hormuz pushed Brent near $101 and WTI near $95 on March 17, markets began repricing inflation risk, rate expectations, and the odds of a rougher path for […]
The 2026 Tax Cliff Looks Different Now. Why Entity Structure Still Matters More Than Ever.
After One Big Beautiful Bill Act was signed on July 4, 2025, the old cliff narrative (and the fear of it) gave way to something more nuanced and far more benign. Yes, the changes to laws for 2026 still matter, but now the real opportunity sits in understanding how today’s rules interact with your entity structure, […]
Quick Answers: Should You Pay Off Your Mortgage Before Retirement?
The question of whether to retire with or without a mortgage is more than a calculation. It reflects how you define comfort, risk, and opportunity. Some retirees value independence from debt above all else; others see value in keeping inexpensive leverage that allows their capital to continue working. Both perspectives have merit when placed in […]
Market Flash: A Crude Turn for Oil and Payrolls
The week’s clearest market driver came from the Middle East. As the U.S.-Israeli war with Iran intensified, oil surged and global commodity markets lurched, forcing investors to reprice supply risk, shipping stress, and the inflationary mess that tends to arrive with an energy shock. Brent climbed above $119 on Monday before reversing hard.
Ask Tim: The Art of an Inheritance
It’s been a busy week here at Kingsview. Tax season is ramping up. People have questions. There’s a lot going on, but I couldn’t be happier to help. This is my job, after all: Answering questions… just like these two I received this week.