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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07

Northern Star Newsletter 07/07/2017

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Northern Star Newsletter 07/07/2017
According to Dr. Van Tharp, the current market status is "Bull Quiet," meaning that we are still in the positive trend and should remain the course of investments in equities for the time being. Having leveled off from the strong bullish sentiment over the past several weeks, we are seeing volatility creeping its way back into the markets. This is nothing out of the norm for summer investing periods. Exposure to headline risks increases when the volume of the markets decrease during the summer...
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28

Northern Star Newsletter 06/26/2017

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Northern Star Newsletter 06/26/2017
We are seeing the rally extend with the rebound in tech and oil. We are also seeing Europe rebound, further complementing our foreign investment strategy. We have seen this market continue to chug upwards and as we have previously indicated, there is no relevant data that would suggest that a significant market correction is lurking around the corner as of yet. That does not mean something couldn't surprise everyone - but right now we stay the course.
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21

Northern Star Newsletter 06/19/2017

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Northern Star Newsletter 06/19/2017
As you know by now, our fiduciary responsibility requires us to know our investments well and maintain a constant level or research and due diligence. It is our belief that the best way to do this is by a myriad of sources - technical, fundamental, newsletters, peer conversations, webinars, conferences, third-party research and so on, In other words, by most any means necessary.
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14

Northern Star Newsletter 06/12/2017

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Northern Star Newsletter 06/12/2017
Market Update: We continue to see the market rally and rise and to the dismay of much of the investing world, I believe. For the time being, we are on course and continue to remain invested - even though experience, instincts, and concern also continue to grow weary of the highs we are witnessing. On the Relative Strength front, we are seeing an interesting change to the line-up card. While Domestic Equities continue to dominate as the asset class of choice, we are seeing cash rise into 4t...
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14

Northern Star Newsletter 06/12/2017

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Northern Star Newsletter 06/12/2017
Market Update: We continue to see the market rally and rise and to the dismay of much of the investing world, I believe. For the time being, we are on course and continue to remain invested - even though experience, instincts, and concern also continue to grow weary of the highs we are witnessing. On the Relative Strength front, we are seeing an interesting change to the line-up card. While Domestic Equities continue to dominate as the asset class of choice, we are seeing cash rise into 4t...
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01

Northern Star Newsletter 05/30/2017

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Northern Star Newsletter 05/30/2017
Thus far, we are seeing a continued rise in the foreign markets and confirmation that our initial examination of the data appears to be correct. With the geopolitical tensions on the rise, anything could happen and it would not be much of a surprise, though. According to LowryonDemand, "At present, there are few, if any, overt threats to the integrity of the intermediate and primary uptrends." This statement, written overnight, to appear in this morning's commentary.
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24

Northern Star Newsletter 05/22/2017

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Northern Star Newsletter 05/22/2017
My youngest daughter has had a boyfriend (her first of any significance) for about the past 7-8 months or so. They are together, laughing, cutting up and overall having a nice time, when they are not arguing or throwing mud at each other. She, being a freshman in HS and he, being a junior, poses challenges that neither of them considered when they began this romance.
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17

Northern Star Newsletter 05/15/2017

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Northern Star Newsletter 05/15/2017
This week has been quite the opening day in the markets as 78% of the NYSE equities rallied as a mere 21% of them falling. With this kind of impressive momentum upward, we just keep getting confirmation of our previous messages earlier in the year stating that this bull rally condition is healthy and continues forward.
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11

Northern Star Newsletter 05/08/2017

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Northern Star Newsletter 05/08/2017
During these past couple weeks, the markets have seen an interesting shift unfold. We are seeing investment migrate from domestic to foreign after a 5-7 year downturn abroad. In part – a large part – due to the overwhelming consensus from money managers and analysts that are pointing to an overbought S&P 500 and a fairly to undervalued foreign market.
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04

Northern Star Newsletter 05/01/2017

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 Northern Star Newsletter 05/01/2017
We are seeing a reemergence of volatility in the markets again. The 21,000 level in the DOW seems to have become a kinda of glass ceiling...resistance level as we call it for the time being.
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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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