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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Northern Star Newsletter 09/18/2017

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Northern Star Newsletter 09/18/2017
These past couple of weeks have impressed us all with record highs in the markets and record noise in the headlines. Most recently, the headlines are divided between terrorist attacks abroad and geopolitical pressures with North Korea. It’s enough to make one believe that investing in the markets anywhere would be a risky proposition at best.
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Northern Star Newsletter 09/13/2017

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Northern Star Newsletter 09/13/2017
We are happy to welcome Bambrah Walker as our newest administrative assistant. Bambrah has seven years of experience at Purdue as a personal assistant to several deans. Like her name, her personality is uniquely suited to Summit's culture and our clients' needs. When you come in, say hello and welcome her aboard!
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Northern Star Newsletter 08/28/2017

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Northern Star Newsletter 08/28/2017
The markets are seemingly being impressed by the political tensions and the encroaching possibility of a government shutdown. This shows up with a higher volatility than as of late, but nothing of a surprise at all. In fact, we issued a warning that this could happen and may result in a 5-7% correction - which we have not had since June of 2016!
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Northern Star Newsletter 08/21/2017

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Northern Star Newsletter 08/21/2017
We have seen the markets begin to retreat a bit from their July 27th highs, down about 2.8% before rebounding a small fraction these past couple of days. We are still firm in our opinion that over the near term, we will likely see a correction downward, but nothing that will warrant moving to higher ground over the longer term horizon.
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Northern Star Newsletter 08/14/2017

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Northern Star Newsletter 08/14/2017
It comes as no surprise that we have had some increased moodiness in the markets over these past couple of weeks. Some of it stems from the increased tensions over North Korea and wondering just exactly how our new president will respond and react. The reality is that we have been long overdue for a 4-7% correction, and this recent exchange (although highly unlikely to ever manifest into anything real) might have just been the catalyst for it...MIGHT!
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Northern Star Newsletter 08/07/2017

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Northern Star Newsletter 08/07/2017
As all seasons change, it is with mixed emotions that we are announcing the retirement of Nancy. Now, before anyone leaps to conclusions, this transition will take place over the course of the next 12 months. We have been looking for someone who we would be comfortable taking over the reins for the past 2 years - and the search has not been easy. How do you replace someone who has been your right hand and partner in the success of your business over the last 16+ years? The answer is, you don't. ...
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Northern Star Newsletter 07/31/2017

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Northern Star Newsletter 07/31/2017
Caught between a rock and a hard place...a very hard place! If you were to pay any attention whatsoever to the marketplace, the geopolitical tensions, earnings, real GDP, historic valuations, or any number of other data, you would be very inclined to leave the party - lawn chair and cooler in tow - and bid everyone adieu.
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Northern Star Newsletter 07/24/2017

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Northern Star Newsletter 07/24/2017
I was asked last week by a client what my thoughts were about the markets, and if I still felt concerned about a significant correction or crash around the corner. I hesitated to answer, searching for the right words or analogy as I always do. I said the following:
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Northern Star Newsletter 07/17/2017

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Northern Star Newsletter 07/17/2017
Our summer cookout was a hit once again! We had beautiful weather to accompany us throughout the day! Friends and family joined in the festivities and got to use plenty of the poolside activities.
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Northern Star Newsletter 07/10/2017

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Northern Star Newsletter 07/10/2017
We have seen in recent days a collective sigh and even decline in the market's advancement. Not a surprise. Presently, there is a tug-o-war between advancing stocks and declining stocks that are giving the indexes pause right now.
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  • Northern Star Newsletter 12/11/2017
    As the holiday season progresses, the markets continue to impress. Last week, many energy, financial, and industrial sector stocks helped drive performance. Hitting record highs yet again, the S&P gai...
  • Northern Star Newsletter 11/30/2017
    We currently have a relatively low VIX at 11.30 this morning, indicating that investor fear is still very low, although not quite as low as it was earlier this year. We have a dollar at a 93.29 level,...
  • Northern Star Newsletter 11/22/2017
    We are seeing the market rebound in a healthy way following the previous 12 days of volatility and decline. The sharper ups and downs are reminiscent of times past where 100 point swings were more the...
  • Northern Star Newsletter 11/16/2017
    We are seeing the pre-emptive effects of the president's tax reform hitting the markets this past week or so. Especially today, where there is now some doubt creeping in as to his ability to get a leg...
  • 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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