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 …
Read MoreSummit 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. …
Read MoreSummit 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, …
Read MoreSummit 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 …
Read MoreWe 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 …
Read MoreSummit 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 …
Read MoreSummit 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 …
Read MoreJennifer 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 …
Read MoreJennifer 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 …
Read MoreJennifer Luzzatto, CFP(r), CFA, discusses how the Coronavirus is affecting Summit Financial Partner’s investment philosophy.
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