Summit Financial Group Newsletter

Summit Financial Group of Indiana offers newsletters to its clients and blogs with important industry information. Find some of our financial advising newsletters and blogs below. 

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22

The Northern Star Newsletter 2/22/18

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Every once in a while, it is necessary to remind myself about what matters and what doesn't. I tend to get so focused on a detail or two that I easily lose focus on the "why," or the bigger picture of it all.
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14

The Northern Star 2/14/18

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Heading into a third straight week of market volatility, the VIX is still above 20, and the market doesn't seem to know if the buyers or the sellers are going to emerge victorious. According to Market Watch, we are experiencing a slump in retail sales, erasing the recent gains since December.
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Northern Star Newsletter 02/12/2018 - Special Update: Understanding Recent Market Volatility
After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. During times like these, viewing events in their proper context is imperative. This letter is an effort to provide you with clarity and perspective.
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07

Northern Star Newsletter 02/07/2018

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Northern Star Newsletter 02/07/2018
Remain Calm, we have been expecting this for a while now. The markets have begun their corrective move last week, ending the week over 1000 points down from their high. According to Jurrien Timmer on Bloomberg, the move down was focused on the Bond Market and its increasing turmoil.
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01

Find Us in Advisor Magazine Issue 82

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Check out our spotlight feature in Advisor Magazine issue 82.
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01

Northern Star Newsletter 02/01/2018

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Northern Star Newsletter 02/01/2018
Message from Jon Market Update:       Monday was met with a sizable down day in the markets. Bonds had their effect on stocks as the Yields in the 10-year Treasury increased above that of stocks. As the discussion on interest rates continues its way into the spotlight, we could see more of this kind of market reaction in the short-term unfold. The US has rejected proposals to unblock NAFTA from Canada, giving further confirmation of President Trump's designs to make the US more competitive ...
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25

Northern Star Newsletter 01/25/2018

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Northern Star Newsletter 01/25/2018
Thus far in 2018, the markets have seen little resistance. Trump's tax reform has been met with applause and enthusiasm, giving many investors the green light to plow into the markets. However, the concern is that they are putting new money to work at significantly higher prices than what is optimal.
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18

Northern Star Newsletter 01/18/2018

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Northern Star Newsletter 01/18/2018
From all indications, the market remains strong and being fully invested is key to good gains in 2018.
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10

Northern Star Newsletter 01/10/2018

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Northern Star Newsletter 01/10/2018
Message from Jon       Market Update: So far... At this point, so early in the year, we are seeing a steady rise and continuation of the end of 2017. Right now, the futures are pointing to another up-day with little to low volatility as a disrupter to today's climb. Interesting Development:Crude Oil is on the rise at $62.00 per barrel for WTSC & Brent Oil, selling at $68.00. This certainly means we will be paying a higher price at the pumps while our gas also climbs, costing us more to h...
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04

Northern Star Newsletter 01/04/2018

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Northern Star Newsletter 01/04/2018
With the 2017 year at a close and the markets at all-time highs, it begs the question, where do we go from here? Having spent a lot of time combing through various sources searching for credible insights, I have found a few that I thought were very interesting.
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Page 1 of 19FirstPrevious[1]2345NextLast
  • The Northern Star Newsletter 2/22/18
    Every once in a while, it is necessary to remind myself about what matters and what doesn't. I tend to get so focused on a detail or two that I easily lose focus on the "why," or the bigger picture of...
  • The Northern Star 2/14/18
    Heading into a third straight week of market volatility, the VIX is still above 20, and the market doesn't seem to know if the buyers or the sellers are going to emerge victorious. According to Market...
  • Northern Star Newsletter 02/12/2018 - Special Update: Understanding Recent Market Volatility
    After months of relative calm, market fluctuations are causing many investors to wonder what is happening to the economy. During times like these, viewing events in their proper context is imperative....
  • Northern Star Newsletter 02/07/2018
    Remain Calm, we have been expecting this for a while now. The markets have begun their corrective move last week, ending the week over 1000 points down from their high. According to Jurrien Timmer...
  • GOING THE EXTRA MILE TO EARN CLIENTS’ TRUST

    For many investors today, the biggest question is trust. Who can you trust to help you make smart financial decisions and manage your money with integrity? For a growing number of clients in Indian...
  • The Multi-Generational Benefits of Trust-Owner Annuities

    Today's global economy and volatile markets create challenges for trustees who are tasked with driving growth, preserving capital and managing the ever-present string of taxes and expenses in trust-ow...
  • Northern Star Newsletter 5/26/14

    Get the latest advice and tips in this week's newsletter!
  • Recent Changes to IRA Rollover Rules

    According to new IRS rules, IRA rollovers are changing a little. While you could previously take one rollover a year for each of your IRAs, that's no longer the case. See how the rule has changed.




Our systems are designed for early warning and protection from severe storms that would harm your economic condition

In 2007, our systems indicated we leave the markets while others did not and therefore our clients
 did NOT participate in the downturn of 2008-2009

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