The equity markets have dropped the last few days, and we are witnessing the market give back some of the impressive gains made in August. At the moment we believe the...
Current Market Volatility
read more
Updates & Insights
Bulletins
Social Security Scam Callers
Rich just received a scam call from someone claiming to be from the Social Security Administration, and we wanted to warn you that you may receive a similar scam call. The...
Increase in Mortgage Refinancing Fees (Not Rates)
As of September 1, Fannie Mae and Freddie Mac are adding 0.5% to mortgage refinancing fees (not rates) The addition of 0.5% to refinancing fees will affect all refinances...
Newsletter: August 2021
This Month's Theme — Transitions This month we offer a special treat into the lives of CK Members and the transitions we traverse. Our stories are not unique...
Newsletter: July 2021
This Month's Theme — Retirement The body of retirement planning starts with the foundation of your personal goals, satisfaction and family situation. Building out the...
Newsletter: June 2021
The backyard of our Acton office is a mid-day vacation. Vacations — Balancing the Financial Side One of the hardest decisions to make in the personal financial world is how...
Market Updates
The Pain Continues
The market has continued to feel pain following the Russian War and leading into the Fed raising rates. In this video Knight talks about the most recent inflation reading of...
Russia Invades
Russia has invaded, but shockingly the market rallied to end the week to actually wind up higher than where it started the week. In this video Knight and Rich talk about the...
Russia Uncertainty is Hurting Markets
Biden has reported that he believes Putin has made up his mind to invade Ukraine. This could have massive implications for the entire world. In this video Knight and Rich...
A Rich Blog
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Ready to Align Your Wealth with What Matters?
Let's explore how we can co-create your unique financial strategy. Schedule a complimentary call today – your journey to financial well-being begins here.