Retirement Planning Done Right: Work with a Fiduciary | Analyze Your Portfolio | Strategies to Reduce Taxes written by our advisory staff here at Summit Financial Consulting, LLC. The Millionaire Next Door: The Surprising Secrets of America’s Wealthy written by...
We began utilizing our new research partnership in March. If you haven’t seen our previous update about our collaboration with the Sherman Group, LLC, please check the middle section of this article. Mixed Results in March, But April Could Be Sunny We...
The main two types of debt are Secured and Unsecured. The interest rate received, and the tax deductibility of the interest are two primary ways to evaluate the quality of debt. It can be hard to retire with a large amount of debt, so we typically recommend clients...
The proposed budget could decrease the nation’s deficit by $3 trillion within the next ten years if approved. The main focus of the debate is the areas of increased taxation to offset increases in budget expenses. It is unlikely this proposition will pass the...
What Is Behavioral Finance? Behavioral Finance is the textbook term used when discussing human psychology as it relates to money management. Emotions tend to drive the investment decisions of retail investors while large financial institutions rely on technical and...
A Recession or Depression occurs when the economy declines either a substantial amount or for an extended period of time. There is commonly an identifiable trigger for the economic pullback, but it also could be caused by the timing of the economic cycle. A...
