The Retirement Risk Zone
The purpose of the family meeting is to communicate openly, either in very general or specific terms, your current financial […]
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SUMMIT INSIGHTS – BLOG
Mapping the Basics: Retirement Planning for Women
The purpose of the family meeting is to communicate openly, either in very general or specific terms, your current financial […]
In the News | Retail Investor or Speculator?
Much has been made of the rise and power of a new clan of retail investors. This new type of […]
How to Prepare Your Heirs
The purpose of the family meeting is to communicate openly, either in very general or specific terms, your current financial […]
In the News | The Presidential Election Crystal Ball
The election of 2020 is currently being advertised as one of the most historic elections. However, from our perspective, we […]
Your Financial Health | Navigating the Recovery Road Map
We believe it is important to understand the underlying circumstances affecting the Markets—and how we are working through them, especially […]
Socially Responsible Investing
The general interest in environmental, social, and governance focused (ESG) investing has recently increased in popularity. ESG investing, sometimes referred […]
Bunching Deductions and DAFs
The year 2018 was the first year with the Tax Cuts and Jobs Act tax rules in action. The results […]
The SECURE Act: What You Need to Know
On Friday, December 20th, 2019, the Setting Every Community Up for Retirement Enhancement Act, aka the “SECURE Act,” was passed […]
Navigating the Retirement Risk Zone: How to Avoid Running Out of Money, Part 2
During this period, exposure to a sequence of return risk is a serious concern. With this risk, a series of […]
Planning for Long-Term Care
One of the most significant concerns expressed by many of our clients is the unknown cost of healthcare during retirement. […]
The Risky Business of Stability
We’ve had a remarkable recovery since the Great Recession of 2008 and 2009. The markets have been on a bull […]
Summit Social Security Snippets
To obtain Social Security credits, the Social Security Administration reviews at the amount of money you earn from work on […]
The Dawning of the Amazon Effect
The Amazon Effect is a term created to describe the ongoing evolution and disruption of retail markets, due to an […]
In the Flick of Time
We all know Facebook has changed the way we communicate and share our thoughts but has it invented a new […]
Cybercrime’s New Business Model
The evolution of cybercrime in recent years has less to do with hacker’s technical tools and everything to do with […]
Looking Beyond the Stars
Is a Morningstar’s top-ranked five-star mutual fund a good fund to buy? Most people are familiar with Morningstar and their […]
Process vs. Product: Keeping Priorities in Order
The beginning of a new year is typically marked with intentions to “do better” in some form or another. Whether […]
How To Avoid An “Affluenza” Outbreak: Preparing Heirs for a Wealth Transition
Our advisors commonly assist in legacy planning, that is, the coordinated distribution of client or family wealth, to occur at […]
The Gift That Keeps on Diminishing
Looking for a nice Christmas gift for that special someone? How about making them a trillionaire?
Mapping the Basics
An increasing number of women are taking the lead in financial affairs – whether for themselves, their families, or in […]