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SUMMIT INSIGHTS – BLOG

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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 ‘investor’ has been bred by the pandemic and shutdowns. They […]

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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 […]

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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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.

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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 […]

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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 […]

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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?

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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.

Five gold stars

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.

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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 […]

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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 […]

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