Summit Blog

Net Worth – A Perfect Starting Point {Video}

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Summit Live: Session 6 Net Worth – A Perfect Starting Point It’s January, which naturally causes lots of people to think about their physical health. But when was the last time you thought about your …

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Roth Accounts: Do you have one? Should you? {Video}

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Summit Live: Session 5 Roth Accounts: Do you have one? Should you? Do you have money saved in a Roth? Should you? Mike and Jennifer of Summit Financial Partners discuss Roth IRA’s, 401k’s and conversions. …

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Diversification: Always Having to Apologize for Something {Video}

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Summit Live: Session 4 Diversification: Always Having to Apologize for Something… “Don’t put all your eggs in one basket” – Age old advice that is still important today! When it comes to diversifying your portfolio, …

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Diversification of investments brings more peace of mind {Michael’s Story}

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Here is an example of how we have helped our clients with their financial needs. Michael’s Story Michael first became my client shortly before the financial crisis of 2008. He is a hard-working person, employed …

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Choosing the correct beneficiary designation is so important {Roger’s Story}

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Here is an example of how we have helped our clients with their financial needs. Roger’s Story Roger was a small business owner who had led an adventurous life.  When I first started working with …

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Has the Stock Market Recovered? Fake News? {Video}

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Summit Live: Session 3 Has the Stock Market Recovered? Fake News? The Stock Market is a constant headline in the news. But what does it actually mean with when the media tells you the market …

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2020 – Year in Review

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We are not even two weeks into 2021 and it seems like so much has happened already! As Mike and I sat down to review 2020 and look forward to 2021, we wanted to share …

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Presidential Elections and the Market {Video}

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Summit Live: Session 2 Effects of Presidential Elections on the Market Investors are tempted to make a connection between who wins the White House and what will happen to stock prices. But does history support …

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Financial Planning vs Investing {Video}

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Summit Live: Session 1 Financial Planning vs Investing… Do they work together? How important is it for your investments to coincide with your financial plan? Do you even need a financial plan? Jennifer Luzzatto and …

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Interview: Insights for Life After COVID-19 {Video}

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Jennifer Luzzatto, CEO of Summit Financial Partners, talks with host Jessica Noll on WTVR’s Virginia This Morning, about financial tips, COVID-19, and hope for the future.   WTVR Guest Appearances Check out all of Jennifer’s …

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Podcast: Surviving COVID-19 Financial Stress

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Jennifer was recently a guest on the Breakfast Leadership podcast.  She has some great insights for how families can financially survive COVID-19 and thrive afterward. Check out the podcast links below to listen!   Surviving …

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Coronavirus and Investing {Video}

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Jennifer Luzzatto, CFP(r), CFA, discusses how the Coronavirus is affecting Summit Financial Partner’s investment philosophy.   

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