When Do Joint Bank Accounts Between Parents and Children Make Sense?

When Do Joint Bank Accounts Between Parents and Children Make Sense?

We believe one of the common mistakes we see among our clients is when they decide to open a joint bank account between parents and children. Two potential instances in which parents and children share bank accounts are when a parent wants to monitor a young adult’s...
Overbought vs. Oversold: Market Indicators Explained

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...
Meet the Team Behind Summit Financial Consulting

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.

COBRA vs. Marketplace: Choosing Health Insurance After Losing a Job

COBRA vs. Marketplace: Choosing Health Insurance After Losing a Job

There are a lot of factors to consider when an employee is separated from employment or if they are planning to change jobs. One of those factors is health insurance coverage for themselves and their family members. We’ve previously covered the basics in this...