Chief Investment Officer Steve Cavalieri shares what’s been driving the markets – why this moment may stand apart from the past – and why your Summit portfolio is built to handle moments like this.
Save the Date
Save the date! Summit is hosting an exclusive Virtual Fireside Chat, featuring Charles Schwab & Co., Inc.’s Managing Director and Chief Investment Strategist, Liz Ann Sonders, and our very own Summit CEO, Samantha Macchia. Mark your calendars for Thursday, May 29th at 5pm for this virtual event. More details to come.
Summit
Insights
Unlocking the Power of Compound Interest
We’ve all heard of the Seven Wonders of the World – but in the world of financial planning, there is an eighth — and it’s called Compound Interest. Summit’s Summer Anderson explains.Read more.
Scam
Watch
Tax Frauds: Protecting Yourself from IRS Scammers
As scammers become increasingly convincing, it becomes increasingly more difficult to avoid falling prey to their schemes. In this article, Summit’s Sam LaVielle shares some key warning signs of a tax scam – and how IRS agents actually operate – to help protect you and your loved ones. Read more.
Pump-and-Dump Scams are Targeting Advised Clients
By impersonating financial professionals and creating “exclusive investor groups,” scammers manipulate stock prices for personal gain, leaving victims with worthless investments. This piece, published by Charles Schwab, provides key warning signs, tips for preventing these scams, and steps for reporting suspicious activity.Read more.
Summit
Updates
Luke Salcone’s G2 Certification Join us in congratulating Luke Salcone for earning his G2 Leadership Certification! The G2 Leadership Institute is a two-year leadership development program designed for professionals in the financial industry – particularly those preparing for leadership roles within their firms. We’re excited and proud when we see Summit team members pursue learning and skills that will have a positive impact on our Summit team, our clients, and the community.
Three New Partners We’re extremely proud to officially announce three new partners to the Summit team: Steve Cavalieri, Ben Murray, and Katherine McCartan! We believe that when leaders have real buy-in, they don’t just work for a company—they BUILD it. Partners don’t just guide strategy; they shape the culture, mentor the next generation, and ensure the team is always moving forward. Please join us in congratulating Steve, Ben, and Katherine on this incredible achievement!
Now to Next® Scholarship Winners
Congratulations to our Summit OSU Now to Next® Scholarship winners, Jaden Deskins and Tevion Gilbreath! We’re so thankful for their dedication to our field and are excited to see all the amazing things this generation will accomplish!
Luke Salcone’s G2 Certification
