Please watch this video to receive an update on the stock market since Russia invaded Ukraine. Please click on the expand button in the lower right-hand corner of the video (just to the left of the word “Vimeo” to watch it with full...
COVID-19 UpdateYou have until April 7th to contact us if you’d like to contribute into your Roth IRA, or Traditional IRA so you can write it off on your tax return. In addition, we can help you with tax prep! Please call (586) 459-5340 to find out how much we can save...
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...
Now that we have finished discussing diversification, we will dive into the most popular and arguably one of the easiest ways to diversify. That is right. This month, we are comparing and contrasting Mutual Funds and Exchange-Traded Funds. (If you have not read the...
As the saying goes, do not place all your eggs in one basket. We believe 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 refresher...
