A New Season

 

 

As summer begins to shine in bold fashion, Colman Knight embraces our AIM and work in a fresh way. Please read below the updates and opportunities available to you.  We hope that you will choose to participate and benefit from all that we offer.

 

First, we are pleased to report that the Client Integral Wealth Portal is deploying and integrating successfully in our work together. As of this writing, 71% of all clients have accessed their portal. Our objective is to reach 100% by the end of the summer. Client feedback has been very positive - to put it mildly - and we are thrilled to utilize this effective tool in support of our mutual clarity and meaningful conversations.

 

Second, our training salons will continue every month throughout the year. Please contact us if you have questions to ask or want to learn more in a personal setting. They are scheduled every other Tuesday in the morning and every other Thursday in the evening. Follow this link http://colmanknight.com/integral-wealth-portal-salon/ to schedule a date and participate. 

 

Third, as we have practiced for the last few years, beginning now until the end of August, Colman Knight offices will be closed. Of course, if you have an emergency there will be someone on call. However, for general business matters, please plan your connections for Monday - Thursday.

 

Lastly, as Gayle continues to develop the field of Somatic FinanceTM, we encourage you to learn more and participate in the opportunities this year. Saturday, June 20th from 9:00 - 12:00 is an introductory workshop; this program promises fascinating conversation, deep meaningful exploration and enjoyable movement.  You will learn and begin to embody the foundation of Somatic FinanceTM, uncharted territory in money and personal well-being. Make sure to sign up sooner rather than later as space is limited. Please follow this link  http://gaylecolman.com/somatic-finance-courses/ to sign up.

 

 

IW Client Portal Tips

To access your IW Client Portal go to www.colmanknight.com, click on Client Portal, and select Client log-in from the drop-down menu.  Enter the username and password sent to you by Jessie.  Enjoy!

The SEC continues to make the Same Mistake that Allowed Madoff to Thrive 

 

In a recent article concerning a new SEC directive, the Agency states that investors should "conduct background checks" on prospective financial advisors. The SEC then goes on to cite an example as to why the public needs to do background checks....


 

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The Value of Objective Planning

 

What is the value that people get when they work with an objective, client-focused financial planner?

 

Most planning firms are reluctant to toot their own horns-partly out of modesty, and partly out of a conviction that you probably have better things to do than read about how they help you with your financial life.  But every once in a while, it's a good idea to stop and think about what you get for what you pay. 


 

 


 

 

Debtors and Debts


Argentina is a nation that may be as famous for being a deadbeat for international loans as it is for anything else.  It has had 3 major defaults in the last few decades.  Each time it has fought in the world court to cease making payments claiming it is too poor and was taken advantage by wealthy people or nations who loaned it funds....
 

 

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MoneyMoves News by Gayle Colman