Trusted Contact Form If you have not met with us recently for a review meeting, we strongly encourage you to request a Trusted Contact form. If you were incapacitated, it gives us permission to speak freely with anyone you name, such as spouses or children, about your...
This month’s blog topic really hits home for me. My wife and I are in the final month of pregnancy for our first child! I feel that this experience has provided me with some firsthand experience that deserves to be relayed to our clients. There was a lot...
Risk Tolerance is an ongoing conversation we have with every client. Risk Tolerance can simply be defined as how much volatility an investor can handle. Volatility refers to the ups and downs in the markets and the associated investments. So, risk tolerance is used to...
Supporting Our Community with Gradient Gives Back We appreciate your trust in Summit Financial! To show our appreciation, we’re proud to announce our partnership with the Gradient Gives Back Foundation. Gradient Gives Back provides critical support to local...
In our recent market commentary, we addressed the potential implications the presidential election may have on the financial markets. This blog will take this concept into account and dive deeper into our analysis. Of course, historical results do not predict future...
Have you ever considered opening a Health Savings Account (HSA) but felt unsure whether it aligns with your financial and healthcare needs? Our previous blog highlighted different ways you can use your tax refund to help progress on your financial goals, including...
