In a recent blog post, we discussed how the Federal Reserve is using monetary policy tools to address inflation in the United States. One key approach has been raising interest rates to slow economic activity, which can help reduce demand for goods and services. In turn, this lower demand may contribute to easing inflationary pressures.
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The markets have been experiencing an increased amount of volatility as we enter the second quarter of 2025. The current catalyst is President Trump’s latest tariff announcement and the possibility for reciprocal tariffs from our trade partners. If you’re curious about how tariffs might influence inflation, the broader economy, or your portfolio, we break it
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In this blog series, we have been discussing various topics to consider when evaluating or drafting your retirement plan. One of our favorite analogies to use with clients is to compare Surviving Retirement with Climbing Mount Everest. Not only does this align with our Summit brand, but we believe it is a great illustration to
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We have seen that our clients are often surprised that they have a few different options to consider as it relates to their employer sponsored retirement plans when they change jobs. This blog post will detail the different options that are available and what our typical input is as it relates to this decision.
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Both February and March were negative which led to a 10% loss for the S&P 500. We would be happy to discuss your personal performance versus the indexes at any time to compare/contrast it, so feel free to give us a call to schedule a review meeting. While being down year to date is not
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