An aversion to loss causes investors to make poor decisions during an economic downturn. Read Summit’s tips for thriving in turbulent markets.
Chad Leatherwood
5 posts
Learn the differences between the product and process approach of investing and which approach Summit Wealth Partners prefers.
Summit Wealth offers long-term investing truths that help you become financially successful. Read more about our investment strategies.
The retirement risk zone is an anxious period. Learn how to navigate those years and how proper long-term financial planning can limit exposure.
During this period, exposure to a sequence of return risk is a serious concern. With this risk, a series of negative returns early in your retirement while you are making withdrawals can have a devastating effect on your portfolio's ability to last through your retirement.