Summit Blog

Is It Time to Panic?

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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 …

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Summit’s New Look

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Summit 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 …

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Why We Love Dimensional Funds

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This 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 …

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Emerging Markets: Why Stick with a (seemingly) Loser Asset Class

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Over 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 …

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3 Day Bonus from the IRS!

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Did 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 …

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IRAs, 401(k)s and Other Retirement Savings Accounts: You Don’t Have As Much Saved as It Looks Like You Do

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IRAs, 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 …

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Market Corrections

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I 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 …

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Fear: An Investor’s Enemy

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In 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 …

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Confessions of an Introvert

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By 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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Dare to Believe?

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2015 Investment Report: Dare to Believe? Looking back on 2014, people are going to say it was a great year to be an investor. They won’t remember how uncertain the journey felt right up to …

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Volatility is up. So what?

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Volatility is up.  So what?Professional investors know something that most people find impossible to believe: that the threat of scary ups and downs in the markets is by far the best friend of the long-term …

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Moving Into Choppy Waters

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Third Quarter Investment Report: Moving Into Choppy Waters You could say that the markets took a breather in the third quarter of 2014, but you would come to that conclusion only if you looked at …

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