CK Newsletter November 2020: 2021 Contribution Limit Changes, and Intentional Joy

This month from Colman Knight: Taxes: New Limitations and Contribution Limit Changes for 2021 Limited-time offer: MoneyMoves® Online Game is free! November’s Going Green theme: Intentional Joy   MoneyMoves® Online Game is free to register until end of 2020. Tell your friends! To celebrate the launch of the new Somatic Finance website, the Game is free through 2020! […]

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11/4/20: Election tensions, and the state of the market

Hello friends, While we stand in a non-partisan position always, we are also awake to the forces and systems of our reality that affect our well-being as it relates to our financial wealth. On this dramatic election-results day, let’s take a look at the market. The last twenty-four hours have been eye-opening and a mix […]

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10/31/20 Weekly Video Blog: Will We See a New Shutdown?

Enjoy this week’s video blog with Rich and Knight as they discuss the worst week in the market since March. We saw positive GDP numbers, positive tech earnings, but none of it mattered because Covid-19 cases are on the rise. If you benefit from these videos, and believe friends and family would also, please don’t […]

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10/30/20: Checking in on a volatile week

We wanted to check in with you during this volatile week. So much has happened that is moving the market. Let’s assess. Monday, the market dropped 1.86%. The fall was largely driven by the increase in Covid cases, and the additional lockdowns in Europe. There is fear that the U.S. will shut down again, if […]

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10/24/20 Weekly Video Blog: Growth vs. Value

Enjoy this week’s video blog with Rich and Knight as they discuss the continued volatility in the markets and the difference between growth vs. value stocks. If you benefit from these videos, and believe friends and family would also, please don’t hesitate to share via the Youtube link below or from our Facebook page. ~From […]

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10/17/20 Weekly Video Blog: Stimulus Roller Coaster

Enjoy this week’s video blog with Rich and Knight as they discuss the market’s stimulus roller coaster, the surprise beat in retail sales, as well as looking forward to tech earnings next week. If you benefit from these videos, and believe friends and family would also, please don’t hesitate to share via the Youtube link […]

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October 2020 CK Newsletter

This month from Colman Knight: Your Annual Financial Health Assessment Resources for well-being from Gayle The high risks of day trading October’s Going Green theme: Socially-Conscious Investing To our Integral Wealth clients: A friendly reminder to review your Annual Financial Health Assessment, sent to you last month via email or mail, according to your stated preference. […]

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