Broker Check

116 N. West Street
 Suite 220
 Raleigh, NC 27603

Jason Knight, CFP®

(919) 459-4085

 
Retirement and Quality of Life Behavioral Finance Supporting Local Business In a Crisis Risk Tolerance: What’s Your Style?

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—I can help you address your most pressing money questions.

My first priority is your overall financial independence. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.

Client Centered

Client Centered

Our goal is to manage conflicts of interest and put your needs first.

Learn more

Helpful Content

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

 

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Rightsizing for Retirement

What does your home really cost?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

View all videos arrow