Understanding Per Capita vs. Per Stirpes Beneficiary Designations in 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...
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...
Your Local Financial Planners: The SFC Difference
Summit Financial has been an integral part of Sterling Heights since 1987. Our family of financial planners has grown and thrived along with our community.
Stock Market Commentary – October 2020
The stock market had another poor September. How do things look in October? Will the election effect the stock market? Read more to find out.
Fundamental vs. Technical Analysis: Understanding Two Key Investment Strategies
Investors utilitize both fundamental analysis and technical analysis to achieve success. Which approach is right for you? That depends.