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 standing, your level of annual spending, and whether there might […]
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SUMMIT INSIGHTS – BLOG
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 see this election year as having many of the same […]
COVID-19 Economic Recovery in 2022
We believe it is important to understand the underlying circumstances affecting the Markets—and how we are working through them, especially during these times of uncertainty, where the latest headlines could […]
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 during these times of uncertainty, where the latest headlines could […]
Socially Responsible Investing
The general interest in environmental, social, and governance focused (ESG) investing has recently increased in popularity. ESG investing, sometimes referred to as “socially responsible investing” (SRI) strategies, are used to […]
Bunching Deductions and DAFs
The year 2018 was the first year with the Tax Cuts and Jobs Act tax rules in action. The results of these new tax rules were impactful for many households, […]
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 into law by Congress, tied to crucial legislation needed to […]
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 negative returns early in your retirement while you are making […]
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. In addition to the price of basic healthcare, it’s the […]
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 run for over nine years now.
Summit Social Security Snippets
To obtain Social Security credits, the Social Security Administration reviews at the amount of money you earn from work on which you have paid Social Security payroll tax. You must […]
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 increase in e-commerce. As Amazon has grown, its effect over […]
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 way to measure time?
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 a new business model.
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 ranking system for mutual funds.
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 we’re trying to eat less, exercise more, improve in our […]
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 end of one’s life. While some seek to give […]
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 response to an unfortunate loss of spouse. A couple critical […]
The Myth of American Decline
The Myth of American Decline » Article by MITCH LEVIN, MD, CWPP, CAPP | Featured in the September 2017 edition of The Rational Optimist™ | January 10, 2012 Click Here to Read More