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Investing and wealth management articles from Summit Financial Advisors. Provided by Looking back, 2024 clearly echoed many of the themes from 2023. By and large, the economy continued to defy expectations and surprised once... Planning for marriage should involve more than just picking out invitations and deciding whether you should serve chicken or fish at the reception. More... September didn’t live up to its reputation as a scary month for stocks. As the calendar now turns to October, we examine seasonality data to assess whether... How many short-term financial decisions do you make each week? You probably make more than a few, and they may feel routine. Yet, in managing these day-to-day... Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference... Provided by Summit Financial Advisors Financially, many of us associate spring with taxes – but we should also associate December with important IRA deadlines...
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