Watch this Month’s Market Commentary on YouTube Market Commentary November 2024 – Summit Financial Consulting LLC Open Enrollment Update If you have health insurance, either individually, for your business, or through Medicare, now is a great time to shop around and...
Choosing if/when to retire is one of the largest financial decisions someone will make during their lifetime. There are a lot of emotions and stress that can occur during this time, which can cause a change in risk tolerance. When this behavioral change occurs, it is...
Deciding if/when to retire could potentially be one of your largest financial decisions in your lifetime, so we strongly recommend meeting with your personal advisor to review your financial plan to help ensure you can afford this major life change. This can be a...
Watch this Month’s Market Commentary on YouTube CLICK HERE – Market Commentary October 2024 – Summit Financial Consulting LLC Beneficiary Designation Reminder: This is just a reminder that if you’ve experienced any significant life changes (such as marriage, divorce,...
One of the hottest conversations lately has been the Federal Reserve and its decisions toward monetary policy. This blog will be diving into how this may impact the overall economy along with bond investments. We will also touch on what expectations are for the next...
Watch this Month’s Market Commentary on Youtube CLICK HERE – Market Commentary September 2024 – Summit Financial Consulting LLC Could Presidential Election Outcomes Lead to Market Volatility? Since our last update, the preliminary polling is...
