Watch this Month’s Market Commentary on YouTube CLICK HERE – Market Commentary October 2024 – Summit Financial Consulting LLC Beneficiary Designation Reminder: This is just a reminder that if you’ve experienced any significant life changes (such as marriage, divorce,...
Watch this Month’s Market Commentary on Youtube CLICK HERE – Market Commentary September 2024 – Summit Financial Consulting LLC Could Presidential Election Outcomes Lead to Market Volatility? Since our last update, the preliminary polling is...
Business Owner Requirement If you are the owner of an LLC or corporation, the Financial Crimes Enforcement Network of the United States is requiring you to file a report. The deadline is 12/31/2024 and the fine is $500 per day if you do not file a report. If your tax...
Market Update: Positive Trends in the First Half of 2024 As the first half of 2024 comes to a close, we’re happy to say that it has been smooth sailing for the major stock market indexes. For the month of June, the Dow Jones Industrial Average gained 1.12% this...
Trusted Contact Form If you have not met with us recently for a review meeting, we strongly encourage you to request a Trusted Contact form. If you were incapacitated, it gives us permission to speak freely with anyone you name, such as spouses or children, about your...
