On Friday, March 10th, the Federal Deposit Insurance Corporation (FDIC) took the unusual step of shuttering a major bank […]
Late last month, the President signed into law the SECURE 2.0 Act of 2022, which builds upon prior legislation […]
Happy New Year! We hope you and your family had a wonderful holiday season. As we run into 2023, […]
If you haven’t gotten the chance to visit our new offices yet, here’s a sneak peek from our friends […]
We’re proud to announce that Summit Financial Strategies has been named to the CNBC Financial Advisor 100 List*, which […]
Cybercrime and fraud are serious threats and constant vigilance is key. While Summit Financial Strategies plays an important role […]
