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2020 Market Year-End Review

2020 Market Year-End Review

2020 Year-End Market Review: A Year That Surprised Everyone There is a high probability that you feel a sense of relief with the conclusion of 2020 after the hardships and pain some have endured due to Covid-19. To say 2020 was an eventful year is an understatement....

How to Make the Most of Estate Planning

How to Make the Most of Estate Planning

Estate planning is one of the most commonly overlooked areas of financial planning. This month we will continue our discussion of estate planning techniques. If you have been following our blog postings, you may recall the distinction between Per Capita and Per...

Market Commentary – December 2020

Market Commentary – December 2020

How the Markets are Performing After the Presidential Election After two months in a row of losses for the S&P 500 and DOW in September and October, election day in November immediately created a nice relief rally that we participated in at...

Market Commentaries

September 2020 – Market Commentary

September 2020 – Market Commentary

Market CommentaryJust like July, August proved to be a profitable month for both our portfolios and the stock market indices.  The DOW Jones is still down year to date, but made more strides in August in get back to break even (Source: ...

August 2020 – Market Commentary

August 2020 – Market Commentary

Market CommentaryJuly proved to be a profitable month for both our portfolios and the stock market indices.  While the DOW Jones is still down about 11% from the highs earlier this year, it made some progress in July (Source: ...

July 2020 – Market Commentary

July 2020 – Market Commentary

Market Commentary The ongoing Covid pandemic affected the market, both higher and lower, in June.  In our last market commentary, we said the probability of a short term pull back was very high and just a few days after our commentary was posted, from June 8th until...

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Investment advisory services are offered through Summit Financial Consulting, LLC, a MI registered investment advisor. 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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