CIO Scott Martin Interviewed on Fox Business News

Chief Investment Officer Scott Martin is interviewed by Stuart Varney on Fox Business News on Amazon, Netflix and interest rates.

3:38

CIO Scott Martin Interviewed on Fox Business News

Fox Business News Neil Cavuto interviews CIO Scott Martin on the job market and the Federal Reserve’s increase in interest rates.

3:10

CIO Scott Martin Interviewed on Fox Business News

CIO Scott Martin discusses job growth and the Fed’s rates with Charles Payne on Fox Business News.

3:30

SVP Paul Nolte Interviewed on TD Ameritrade Network

TD Ameritrade Network interviews Senior Vice President Paul Nolte on the bond markets.

4:19

CIO Scott Martin Interviewed on Fox Business News

Neil Cavuto on Fox Business News interviews Chief Investment Officer Scott Martin on crude oil, and the stocks seeing new high regardless of the debate over growth and tariffs.

3:04

CIO Scott Martin Interviewed on Fox Business News

Chief Investment Officer Scott Martin is interviewed on Fox Business News on Facebook and trade talks with China.

7:34

Wells Fargo Duo Joins Kingsview in Myrtle Beach, South Carolina

Kingsview is proud to announce that Partners Robert Porter and James “Pink” Kellett have joined the firm as of June 13th, 2019.

Pink Kellett has had a career spanning over three decades where he served clients at some of the industry’s largest firms. Robby Porter has held various positions within the financial services industry before joining Kingsview. Having served clients at Edward Jones and Wells Fargo, he continues to use his talents to do what he enjoys most: helping people. The team most recently served their clients at the Wells Fargo branch in Surfside Beach, SC where they managed approximately $120m in assets.

The team is joined by Diane Wojnowski, the office’s Branch Administrator. Collectively, their passion for serving clients with a high degree of empathy makes them ideal partners to align with the firm’s mission of Elevating the Standard of Care.

Robby and Pink are excited to embrace the fiduciary standard at the new office in Myrtle Beach, SC and offer sophisticated wealth management services to their clients. These services include personalized guidance, client centric financial planning, professional portfolio management, streamlined performance reporting, and a collaboration with tax and legal professionals.

“Kingsview is extremely excited to welcome Robby and Pink as partners in our firm,” noted Chief Operating Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. The Myrtle Beach team’s down to earth approach that puts the interests of clients first will continue to advance our desire to transform the industry.”

Kingsview’s Myrtle Beach, SC office can be found at 2513 N Oak St, Suite 201 and can be reached at (843) 310-3917.

KIM Investment Committee Market Summary – Q1 2019

The Markets

As if on cue, the markets that began rallying after Christmas have continued to do so right on through the end of the first quarter. Propelled by the Fed’s pivot toward a more patient view on monetary policy, investors are reading the Fed as stepping away from the rate increases that were previously earmarked for 2019. With the low interest rate environment back in vogue, investors are once again willing to take a position in risk assets via the equity markets. Some would point out that the economic data does not warrant a strong stock market, but investors are looking through the poor economic data and are assuming that the economy, after a brief lull in recent months, will pick up through the remainder of 2019. Like the Fed, we will have to be patient and see!

Geopolitically, a resolution on the U.S. / Mexico border dispute and trade agreements with major economies around the world could bolster stocks into the summer. Nothing is certain regarding politics, so volatility is likely as news about a trade deal (both positive and negative) get leaked ahead of a final deal.

The Economy

Fears of a recession are rising as the yield curve briefly inverted and other decelerating indicators on housing and business spending have accompanied the economic slowdown. The timing of any recession is at best an art, and at worst a best guess. That said, the weak data overseas certainly threatens a spillover type of effect on the U.S. given the global nature of our economy. Job and wage gains continue to support a healthy consumer and suggest a rebound in output remains likely in the second half of the year. Also, on the brighter side, benign inflationary pressures mean “real” growth in profit margins from major U.S. companies remain largely intact even as total sales have slowed a bit thus far in 2019.

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Wells Fargo Advisor Joins Kingsview in Santa Cruz, California

Kingsview’s newest Partner John Lubell has joined the firm as of February 21st, 2019.  After earning his MBA, John began his now 20+ year financial career at Merrill Lynch, most recently advising clients at Wells Fargo out of their Santa Cruz, California branch where he managed over $120m in assets.

John’s entrepreneurial mindset and desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform.  His ongoing passion of helping people identify their goals and plan for their financial future makes him a uniquely qualified advisor partner who will carry on the firm’s mission to Elevate the Standard of Care.

At the new office in Soquel, John will continue to deliver measured and personalized advice to his clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning.

“Kingsview is extremely excited to welcome John as a partner to our firm,” noted Chief Operating Officer Sean McGillivray.  “Our industry has done a poor job of engaging clients and delivering on the promises they make.  John’s down to earth approach that puts the interest of clients first will continue to advance our desire to transform the industry.”

Kingsview’s Soquel, CA office can be found at 2901 Park Ave, Suite B2 and can be reached at (831) 200-1205.  To read more on John’s background click here.

Wells Fargo Advisor Joins Kingsview in Casper, Wyoming

February 1st, 2019 marks the first day at Kingsview for firm’s newly minted Partner, Robert “Bob” Robinson. Beginning his financial career at Wells Fargo, Bob has done nearly every job in the bank/brokerage world. After starting at teller, he ended his 12-year tenure at Wells as the Casper, Wyoming branch’s sole financial advisor where he managed over $170m in assets.

Bob’s dedicated, service model is a near perfect match for Kingsview’s client servicing ethic. His simple motto of treating others as he would like to be treated makes him the perfect advisor partner to carry on the firm’s mission to Elevate the Standard of Care.

Bob will continue to deliver measured and personalized advice to his clients, embracing our no-nonsense approach to advice, investment management and financial planning.  Kingsview recognizes that a personalized and intimate approach to a client’s financial life that allows them to leverage the knowledge and experience of an advisor is the true core value in the client/advisor relationship.

“Good people are the foundation of our firm. Having spent a good amount of time getting to know Bob, his assistant, and his family I could not be prouder of the firm’s latest Partner. The people of Wyoming will be well served by a driven and down to earth advisor that puts their interests first.” – Sean McGillivray, the firm’s Chief Operating Officer.

Kingsview’s Woodbury office can be found at 152 North Durbin Street, Suite 230 and can be reached at (307) 439-4447. To read more on Bob’s background click here.