Summit Blog

2022 at Summit Financial Partners

Posted in , ,

It has been an eventful year personally and professionally as, for the most part, the world has fully emerged from Covid restrictions. We are grateful that we have walked along side you through most of …

Read More

Is the Stock Market Scary? It’s All About Perspective

Posted in , ,

  On the front page of the Wall Street Journal today is a headline: “Stocks Decline as Bond Turmoil Spreads, S&P 500 Hits New 2022 Low and Treasury Yields Climb on Fresh Slowdown Concerns” (WSJ, September …

Read More

How to Create Your SSA.gov My Social Security Account {Video}

Posted in ,

Mike and Jennifer walk you through how and why you should register on the SSA.gov website for your “My Social Security” profile. This is something you probably want to consider doing, even if you are …

Read More

What Are I Bonds, and Should I Be Buying Them?

Posted in , ,

We have been receiving a lot of questions regarding I Bonds lately, so I thought I would pull together what I know about them to share with everyone.  I Bonds generally stay below my radar …

Read More

Should We Be Worried About Inflation?

Posted in , ,

It depends on which perspective we are thinking about inflation.  Yes, inflation is very worrisome.  We are getting a “pay cut” even though the dollars flowing into our checking accounts from salaries and retirement sources …

Read More

What is a Fiduciary? {Video}

Posted in ,

We’ve had the same question from a few clients recently: “Are you a fiduciary?” The answer is YES, but there’s more to it! We’re chatting today about fiduciaries, and what it means to be fee-only …

Read More

The Cost of Trying to Time the Market {Video}

Posted in , ,

The Cost of Trying to Time the MarketWatch this video on YouTube The impact of missing just a few of the market’s best days can be profound. We have a pretty cool data visualization of …

Read More

IRA or 401K? 5 Things You Can Do with an IRA That You Can’t With a 401K {Video}

Posted in , ,

IRA or 401k? Know the key differences between these two popular retirement plans to ensure you are saving in the right account.   IRA or 401k? 5 Things You Can Do with an IRA That …

Read More

Inflation – Should You Be Concerned? {Video}

Posted in ,

Jennifer and Mike discuss inflation. What is causing it? Will it continue? What can we expect going forward and how do we prepare for possible inflation or hyperinflation?   Inflation – Should you be concerned? …

Read More

Interview: Your Social Security questions answered {Video}

Posted in

By: Virginia This Morning Posted at 12:59 PM, Jun 02, 2021 RICHMOND, Va. — Social Security benefits continue to be a challenge for many to navigate. Today we are joined by Jennifer Luzzatto, CFA, CFP®, President at …

Read More

Social Security Planning: The Basics

Posted in , , , ,

When to file for Social Security seems to be an easy decision, one should just file at their “Full Retirement Age,” right?  That can be the correct answer, but there are many nuances to filing …

Read More

Estate Planning: Is It Necessary? {Video}

Posted in , ,

Estate Planning: Is It Necessary?Watch this video on YouTube Do you have a will? What about a trust? Do you need either of those? What if you don’t have any heirs or money? Mike Sigmon …

Read More

Have questions? We’re here for you. Let’s talk.