May 20, 2020

Investment Commentary and Summit Family Updates

Spotlight on Real Estate Real estate has gone from one of the best performing asset classes in recent years to one of the worst in the COVID market downturn. Real estate investments (or more specifically Real Estate Investment Trusts or REITs) tend to be economically sensitive and provide investors with relatively low correlation to stock and … Continued

May 15, 2020

Summit Financial Strategies 2020 Firm Brochure and Privacy Notice

In response to the ongoing written disclosure requirement placed upon registered investment advisers, we have published our March 2020 Firm Brochure (Form ADV Part 2A) and Privacy Notice. While this information is available on Summit’s website, you may request hardcopies by submitting a request to [email protected] or calling us at 614-885-1115. The Firm Brochure provides information about our … Continued

May 8, 2020

Market Update and Zoom Security

Why is the stock market going up? When the stock market is experiencing significant volatility, we often find ourselves spending time with clients discussing reasons why it has declined quickly or sharply. In contrast, we are now getting questions about why the market has recently increased when the world is in a global recession and health … Continued

Summit Financial Strategies
7965 N. High St. #350, Columbus, OH 43235
t: (614) 885-1115  f: (614) 885-1495