Summit Newsletter – October 2024

Investment
Commentary

October Market Update with Steve Cavalieri

Recapping the third quarter of 2024, Chief Investment Officer, Steve Cavalieri, compares his annual beard-growing struggles to the difficult task of predicting the stock market.

 

 

Summit
Insights

The Importance of Proactive Tax Planning in the Midst of Change

Although guarantees–in the context of personal financial planning–should be met with a healthy dose of skepticism, I have a strong hunch related to one of my favorite topics that I’m willing to put on the record: those who pay less in taxes over the course of their lives will have more money for spending on other things. Read more.

 

 

Summit
Updates

Wendy Trout’s 20th Anniversary
Partner and Senior Financial Advisor Wendy Trout celebrated her 20 year anniversary with Summit. Wendy is always going above and beyond for this company, our team, and her clients. We’re incredibly grateful to know her and learn from her.

 

 

 

Austen Harrison’s 10th Anniversary
It’s been 10 years since Partner and Senior Financial Advisor Austen Harrison walked through Summit’s doors. We’re so impressed with his dedication to his craft and his clients. We look forward to many more years to come.

 


CFP® Certification
Congratulations are in order to Keegan VanMeter, who attained his CFP® certification! CFP® professionals have met rigorous qualifications; including passing a comprehensive exam, high ethical standards, and experience related to delivering financial planning services.

 

 

 

Summit Promotion 
Chris Bartkowski joined Summit in 2023 and has recently been promoted to Associate Advisor. Chris works tirelessly for our clients and our team. We are thrilled to congratulate him and can’t wait to see him grow further at Summit.

     

     

     

    Summit in
    the Community

    “We all cheer for the yellow soccer team!”

     

    Volunteering together at The Ronald McDonald House.

     

    Summit ladies at RMHC’s Paint the Town Center Red event.

     

    Raising support for cancer research during Pelotonia.

     

     

     

    A Favorite
    Quote

    “Just because you didn’t start saving for your child’s college when they were born, or for retirement 20 years ago, doesn’t mean you should not start saving today. Don’t let the regret of not starting earlier be a deterrent to solving your financial problems.”

     

     


     

     

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