The Summit Blog

Beneficiaries & Estate Planning

Beneficiaries & Estate Planning

Estate Planning - Don't Overlook it! If you have been following our recent blog postings, you may have noticed we have been focusing heavily on the investment management side of our business. However, comprehensive financial planning involves a wide variety of topics....

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When Should You Start Saving for Retirement?

When Should You Start Saving for Retirement?

When Should Retirement Saving Begin?  One of the most frequent questions our financial planners get is “When do I need to start saving for retirement?” followed closely by “How much should I be saving?” The simple answers are “Today” and “As much as you can afford...

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Welcome to Summit Financial Consulting

Welcome to 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.

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Mutual Funds vs. Exchange-Traded Funds

Mutual Funds vs. Exchange-Traded Funds

Mutual Funds vs. Exchange-Traded FundsNow that we have finished discussing diversification, we will dive into the most popular, and arguably the easiest ways, to diversify. That is right. This month we are comparing and contrasting Mutual Funds and Exchange-Traded...

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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...

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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...

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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...

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