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 stressful time for clients as they weigh the decisions in front
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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, birth of a child, or changes in employment), your beneficiary designations on investment accounts may need
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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 FED meeting in mid-September. To learn more about monetary policy,
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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 suggesting that we are going to have a very close Presidential election in November, with a few important swing
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We believe that it is our duty to help educate our clients on proper cybersecurity protocols to help protect their information and privacy. While we take adequate steps to ensure our office remains protected, a lot of damage can be done to our clients from their homes. We believe that adequate cybersecurity knowledge is important
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