Is it time to panic? Is it time to pull out of stocks? Today was a bit ugly in the US Stock Markets. The Dow Jones Industrial Average closed down 1,175 points, the S&P 500 …
Read MoreSummit Financial Planning is now Summit Financial Partners. A new year, a fresh look, and an unwavering commitment to our clients, Summit Financial Planning is proud to kick off 2018 with an updated brand that …
Read MoreThis is past weekend, a sweet lady who loves investments asked me to explain to her the Dimensional Funds, the fund family that we use most in building our client portfolios. Sometimes I wonder if my explanation …
Read MoreOver the past year I have been asked numerous times why we would not only continue to hold Emerging Markets stocks, but add to those positions when we rebalance portfolios. Index returns show that Emerging …
Read MoreDid you know that the IRS has given us a 3 day bonus this year? Watch below to find out more from Jennifer! 3 Day Bonus from the IRS 2016 Tax SeasonWatch this video …
Read MoreIRAs, 401(k) Plans and other retirement savings accounts are a good deal, especially if you receive a contribution from your employer to match your own contributions. That is an automatic return on your investment. If …
Read MoreI know we are hearing all sorts of scary information out there. The gamut ranges from “This is a normal market cycle correction” to “the markets are going to implode – go to all cash …
Read MoreIn my last newsletter I touched on the fact that I am, by nature, an introvert. While reading Susan Cain’s Book, “Quiet,” I discovered that there is a scientific belief that part of what makes …
Read MoreBy nature, I am an introvert. It is much more comfortable for me to listen than to talk. Recently, however, I came to the realization that this is not always the best choice. As a financial …
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