Both February and March were negative which led to a 10% loss for the S&P 500. We would be happy to discuss your personal performance versus the indexes at any time to compare/contrast it, so feel free to give us a call to schedule a review meeting. While being...
Tax Season is Here! Please remember that if you are working, you can contribute into an IRA for 2024 until the tax deadline on April 15th, 2025. Please let us know if you’d like to make a contribution as soon as possible as it does require some lead time. ...
Tax Season is Here! Please remember that if you have a non-retirement account, the documents typically arrive in the 3rd or 4th week of February, so scheduling your tax prep on March 1st or later is the most safe path. Market Indicators for 2025 January has...
Watch this Month’s Market Commentary on YouTube: Market Commentary January 2025 – Summit Financial Consulting LLC Reflecting on 2024 and Looking Ahead to 2025 2024 was a great year, and we want to thank you for being a client! We sincerely hope you had a happy holiday...
Watch this Month’s Market Commentary on YouTube: Market Commentary December 2024 – Summit Financial Consulting LLC IRA to Roth IRA Conversions Because of our staggering U.S. Government National Debt, we believe that tax brackets may go up in the future. In...
