New Stimulus Update Hello Friends, Highlights of the measure with overall funding amounts and specific amounts for some but not necessarily all initiatives. COVID-19 relief...
Next Round of Stimulus Most Important Points
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Updates & Insights
Bulletins
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...
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...
Newsletter: November 2021
Charitable Giving November's special emphasis is generosity and giving. In this spirit, and approaching the end of the tax year, we'd like to offer some advice...
Newsletter: October 2021
Changes in Social Security and Taxes October 15 marked the end of the 2020 tax year, and Shaohui and Rich can release the deadline tension for a few months....
Newsletter: September 2021
This Month's Theme — Education Education is a big, no mammoth, subject. In the context of financial planning, college education (and private school education)...
Market Updates
Really Just Okay News
The market barely moved if look at Monday open to Friday close, yet in between we experienced a lot of volatility. In this video Rich and Knight talk about pension fund...
Inflation Expectations on Watch
Back to back strong weeks for equities, but the FED is looking at one thing above all else, inflation expectations. In this video Rich and Knight talk about some major war...
What a Week for Equities
The market just had its best week in over a year just as the FED was raising interest rates, come find out why. In this video Knight talks about the summary of economic...
A Rich Blog
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