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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SUMMIT INSIGHTS – BLOG
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