Where did this stock market volatility and 10% drop come from?
Are you wondering why the stock market is dropping? In this blog, we’ll discuss contributing factors and explain how to protect yourself.
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SUMMIT INSIGHTS – BLOG
Tax Strategies For High-Income Earners
Read about some tax planning strategies that reduce spending and increase future earnings. Our tax optimization solutions help our clients save money.
Long-Term Investing Truths
Summit Wealth offers long-term investing truths that help you become financially successful. Read more about our investment strategies.
Long-Term Care Planning
Long-Term care planning is a primary concern for retirees. Learn how proper long-term financial planning helps cover healthcare costs in retirement.
The Retirement Risk Zone
The retirement risk zone is an anxious period. Learn how to navigate those years and how proper long-term financial planning can limit exposure.
Mapping the Basics: Retirement Planning for Women
Women face different challenges when planning for retirement. Read about the obstacles and the services Summit provides to achieve your goals.
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 […]
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 […]
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.