An aversion to loss causes investors to make poor decisions during an economic downturn. Read Summit’s tips for thriving in turbulent markets. Blog How To Thrive in Turbulent Markets
Learn the differences between the product and process approach of investing and which approach Summit Wealth Partners prefers. Blog Product vs. Process Approach:
Learn what qualities to look for when selecting a financial planner and how the advisors at Summit Wealth Partners create positive experiences. Blog What To Consider When Selecting a Financial Planner
Falling for common investing myths negatively impacts the health of your portfolio. Learn 10 common money myths and how Summit helps you stay on track. Blog 10 Common Investing Myths
Are you wondering why the stock market is dropping? In this blog, we’ll discuss contributing factors and explain how to protect yourself. Blog Where did this stock market volatility and 10% drop come …
Read about some tax planning strategies that reduce spending and increase future earnings. Our tax optimization solutions help our clients save money. Blog Tax Strategies For High-Income Earners
Summit Wealth offers long-term investing truths that help you become financially successful. Read more about our investment strategies. Blog Long-Term Investing Truths
Long-Term care planning is a primary concern for retirees. Learn how proper long-term financial planning helps cover healthcare costs in retirement. Blog Long-Term Care Planning
The retirement risk zone is an anxious period. Learn how to navigate those years and how proper long-term financial planning can limit exposure. Blog The Retirement Risk Zone
Women face different challenges when planning for retirement. Read about the obstacles and the services Summit provides to achieve your goals. Blog Mapping the Basics: Retirement Planning for Women