Investment Commentary NEW! A Market Update Video Investment commentary can be a bit of an information overload. In an […]
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
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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