Jennifer Luzzatto, CFP(r), CFA, discusses how the Coronavirus is affecting Summit Financial Partner's investment philosophy. …
Interview: Inheriting Chaos with Compassion {Video}
Jennifer Luzzatto, president and founder of Summit Financial Partners, talks with host Cheryl Miller on WTVR's Virginia This Morning about Jennifer's latest book Inheriting Chaos with …
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Interview: Should You Add Stock to Your Portfolio? {Video}
Jennifer Luzzatto, CEO of Summit Financial Partners, joins with host Cheryl Miller on WTVR's Virginia This Morning, to talk about investment strategies and tips to make sure your money is working for …
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Interview: Three Legal Documents to Have in Place with Your Adult Children {Video}
Local Richmond television station WTVR's Virginia This Morning invited Jennifer Luzzatto, CEO of Summit Financial Partners, to speak with hosts about the three most important documents you need to …
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Begin Your Estate Planning by Defining These Three Roles
The following is adapted from Inheriting Chaos with Compassion. The death of a loved one creates chaos in our lives. There are so many decisions to be made, and our fear of making the wrong choices …
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Should the Percentage of Stocks You Own be 100 Minus Your Age?
It is often said that percentage of stocks that one should own in their investment portfolio is 100-minus their age. Is this a good rule of thumb? I am not sure where this “rule” originated, but …
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Here’s How You Can Grow Your Wealth Through Stocks
The following is adapted from Inheriting Chaos with Compassion. If you inherit an investment portfolio from a loved one after they pass, unless you’re an investor, you might look at the mix of …
How to Evaluate an Investment Portfolio You Inherit
The following is adapted from Inheriting Chaos with Compassion. Of all the things you can inherit after a loved one passes away, an investment portfolio is one of the trickiest, especially if …
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Jennifer Luzzatto Guests on Keep It Juicy Podcast!
Jennifer Luzzatto joins Keep It Juicy podcast to talk about her book Inheriting Chaos with Compassion "I learned firsthand how hard it is to settle someone’s estate when my husband died and then, …
How the Executor and Beneficiaries of a Will Should Handle Assets
The following is adapted from Inheriting Chaos with Compassion. When a loved one passes away, there are two major roles involved in the handling of their estate. There’s the executor, whose job is …
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Interested in Growing Your Wealth with Bonds? Here’s How They Work
The following is adapted from Inheriting Chaos with Compassion. When it comes to investing, most of us are familiar with stocks—an ownership share in a company—but you might be left wondering what …
Interested in Growing Your Wealth with Bonds? Here’s How They WorkRead More
If You Inherit an Employer-Sponsored Retirement Account or an Annuity, Here’s What You Need to Know
The following is adapted from Inheriting Chaos with Compassion. Oftentimes, when a loved one passes away, we end up inheriting assets we’re not equipped to handle. For most people, a perfect …
