Diversification: Miscellaneous

Diversification: Miscellaneous

Diversification: MiscellaneousAs the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. Before we dive into the various diversification options, if you...

Diversification: Bonds

Diversification: BondsAs the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. Before we dive into the various diversification options, if you need a...
Diversification: Stocks

Diversification: Stocks

Stock DiversificationAs the saying goes, do not place all your eggs in one basket. This is perhaps one of the most important lessons when discussing investment management and retirement planning. (This post will solely cover diversifying stock positions and we will be...
Sequence of Returns Risk (click to view full blog)

Sequence of Returns Risk (click to view full blog)

Here at Summit Financial, we believe the largest risk to a retirement income plan is the Sequence of Returns Risk. In this month’s blog, we will be discussing specifically what this risk is, the affects it can have on retirement, and how we can manage this risk...
Traditional VS. Roth IRA

Traditional VS. Roth IRA

Traditional VS. Roth IRA Our last two blogs discussed the important of saving for retirement though our discussion of Time Value of Money and we also touched on how to budget appropriately for these savings within our Budgeting 101 post.  Now, we will be...