Expense Ratios: The Hidden Fee Quietly Reducing Investment Returns
You’ve done the hard part: you’re saving, you’re investing, and you’re building wealth. But there’s a sneaky, often overlooked cost in your portfolio that quietly eats away at your returns year after year. It’s called the expense ratio, and understanding it is one of...
Overbought vs. Oversold: Market Indicators Explained
We previously discussed the difference between Fundamental and Technical analysis in our blog post on Fundamental Analysis. This blog will focus on a specific subset of analysis – overbought vs oversold. In general, the idea is that the market may go through cyclical...
Stock Market Commentary October 2025
In our last update, we mentioned that we have financial planning software that helps us determine how much you should potentially convert from IRA to Roth IRA accounts each year. If you’re interested in converting an IRA to a Roth IRA, now is a good time to get the...
Meet the Team Behind Summit Financial Consulting
Hello, and welcome to Summit Financial Consulting’s refreshed and relaunched blog. There will be plenty of market insight and useful information to be found here in the coming days and weeks, but with this post, we would like to re-introduce ourselves.
