Stock Market Commentary February 2024

Stock Market Commentary February 2024

Get Ready for Tax Season: When to Expect Tax Documents and Tax Prep Services If you haven’t already, you will most likely receive a packet of 1099’s from both TD Ameritrade and Charles Schwab, most likely in the last week of February or the first week of March at the...

Stock Market Commentary January 2024

Stock Market Commentary January 2024

Happy New Year! As we turn the page on the calendar and start a fresh chapter in 2024, it's natural to look both forward and back. We hope your holiday season was filled with joy and family, and now we turn our attention to some important financial matters, starting...

Stock Market Commentary December 2023

Stock Market Commentary December 2023

IRA to ROTH IRA Conversions Each year, we recommend that our clients consider converting money from an IRA to a Roth IRA. Because of our national debt, we believe that taxes will need to be raised in the future, and tax brackets will correspondingly be worse. If you...

Stock Market Commentary November 2023

Stock Market Commentary November 2023

Health Insurance Open Enrollment: Summit Health Services is now offering appointments to review any health insurance questions you may have. They can quote a large number of available options to make sure you have the best plan for your specific needs. Call us today...

Exploring the Potential of Annuity Income in Retirement

Exploring the Potential of Annuity Income in Retirement

In the past, annuities have earned a harsh reputation. This is due to untrustworthy salespeople pushing products on investors in order to simply earn a commission. As fiduciaries, we are required by law to do what is in the best interest of the client, regardless of...

Stock Market Commentary October 2023

Stock Market Commentary October 2023

Update on TD Ameritrade to Charles Schwab Conversion The transition finally occurred this month! Please note you will receive a statement from TD Ameritrade this month showing a zero balance with a transfer out, and then you'll see a Schwab statement showing a...

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Investment advisory services are offered through Summit Financial Consulting, LLC, an SEC Registered Investment Advisor Firm. SEC Registration does not imply a certain level of skill or training. Insurance products and services are offered through Summit Financial Consulting, LLC.  Summit Financial Consulting, LLC and its representatives do not render tax, legal, or accounting advice. Summit Financial Consulting, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency.

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