SUMMIT INSIGHTS - BLOG

Process vs. Product: Keeping Priorities in Order

Process vs. Product: Keeping Priorities in Order BY MITCH LEVIN, MD, CWPP, CAPP 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, … Read More

How To Avoid An “Affluenza” Outbreak: Preparing Heirs for a Wealth Transition

How To Avoid An “Affluenza” Outbreak: Preparing Heirs for a Wealth Transition BY MITCH LEVIN, MD, CWPP, CAPP Our advisors commonly assist in legacy planning, that is, the coordinated distribution of client or family wealth, to occur at the end … Read More

Make the Most of Your Charitable Gifts

Make the Most of Your Charitable Gifts Charitable giving is important to many of us—but it’s more complicated than you may think.  Therefore, in order to maximize the impact of your giving, it’s important to have a plan.  As the … Read More

Hedge Hogging (Or: A New Way to Lose Money)

Hedge Hogging (Or: A New Way to Lose Money) According to the Wall Street Journal, there’s a new wave, a multi-trillion dollar wave, that’s going to wash over the “long only” asset management industry.  “Long only” is what we commonly … Read More

Myths and Truth – Fees and Costs Matter

Myths and Truth – Fees and Costs Matter If what you thought to be true turned out not to be true, when would you want to know that? Would it disturb you to discover that you probably are (unknowingly and … Read More

Forget Survival – Let’s Thrive

Forget Survival – Let’s Thrive This Could Be Your Best Year Yet! Is this the worst of times?  Is this the worst economy we’ve had since the Great Depression?  Those of us of a certain age remember the 70s when … Read More

5 Costly and Avoidable Business Mistakes

5 Costly and Avoidable Business Mistakes Starting your own business is hard enough; don’t compound the difficulty by making costly mistakes in the set up of your business. While there are many places for a new business owner to misstep, … Read More

Do You Need an Estate and Asset Protection Planning Checkup?

Do You Need an Estate and Asset Protection Planning Checkup? While this may sound incredible, most affluent and successful people, including most doctors, (even those who earn $300,000+ a year or those who have amassed $1,000,000 or more in assets) … Read More