SUMMIT INSIGHTS - BLOG

The Gift That Keeps on Diminishing

The Gift That Keeps on Diminishing BY JASON PRINT, CFP®, SENIOR WELATH ADVISOR Looking for a nice Christmas gift for that special someone?  How about making them a trillionaire? A trillionaire in Zimbabwe at least.  Back in January of 2007, … Read More

Mapping the Basics

Mapping the Basics: Identifying Key Financial Points for Women BY CHAD A. WARRICK, SENIOR WEALTH ADVISOR & CHIEF COMPLIANCE OFFICER An increasing number of women are taking the lead in financial affairs – whether for themselves, their families, or in … Read More