April 3, 2020

Summit Investment Commentary and Resources

We hope your families are all healthy and safe as we buckle down for another month at home in Ohio! How do we get from Now to Next? Today we wanted to share our investment committee’s current perspective on what lies ahead. We expect to experience a short and deep recession, which will not reach … Continued

March 30, 2020

And now for some good news…

Wherever we turn these days, we are inundated with horrible news and stories about the world in a health and economic crisis. While the circumstances have changed, we are reminded of the feelings of hopelessness and the negative news cycle of the 2008-09 financial crisis. History has shown us that while we cannot time the market … Continued

March 26, 2020

What you need to know about the Coronavirus Relief Bill

After much debate and negotiation, Congress has passed a $2 trillion stimulus package intended to provide relief to individuals and businesses during the Coronavirus outbreak. Here are a few of the provisions we believe are most impactful for our clients: Required minimum distributions from IRAs, 401(k)s, 403(b)s, and similar retirement accounts have been suspended for 2020. The … Continued

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