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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27

Northern Star Newsletter 04/24/2017

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Northern Star Newsletter 04/24/2017
This week the markets shot up on Monday and Tuesday on speculation of the French elections. Wednesday on the other hand was relatively quiet awaiting Trump's tax plan details. Depending if Wall Street feels those details are acceptable and the likelihood of them being passed and implemented will, I'm sure, dictate the forward movement of the markets in the coming days and weeks ahead.
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Northern Star Newsletter 04/17/2017

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Northern Star Newsletter 04/17/2017
Earnings are back in the driver's seat pushing the market forward. For the time being, the geopolitical pressures that have been hindering the forward movement in the markets for these past 6-8 weeks have seemingly subsided in favor of a more traditional and typical approach to weighing the merits of the market's sentiment.
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12

Northern Star Newsletter 04/10/2017

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Northern Star Newsletter 04/10/2017
I believe that we are witnessing the play out of a tug-of-war battle between supply and demand, in which demand is slowly weakening. The headlines and geopolitical uncertainty are dragging any positive sentiment into the mud, causing many current and potential investors to pause and reconsider their strategies.
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Northern Star Newsletter 04/03/2017

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Northern Star Newsletter 04/03/2017
While President Trump's ratings continue to slide, the economy continues to flourish. According to the ADP employment data released today, we added some 263K jobs this time vs. an expected number of 175K, and a previous count of 245K jobs. This coupled with the Fed raising interest rates and the consumer sentiment rising indicates that all signs are pointing up. Now for the pessimist in me, we are seeing the market fundamentals continuing into overbought territory, with P/E ratios at 29.4. Th...
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Northern Star Newsletter 3/27/2017

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Northern Star Newsletter 3/27/2017
As of late, we are seeing where oil and gas have declined a bit on the temporary rally in the US dollar. Since the dollar tested 103, it has retreated back below the 100 mark to 98. This has caused commodities to rally as suspected, giving way to an increase in precious metals, oil, and gas. We are seeing data demonstrating in favor of continued strength in commodities for the time being.
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Northern Star Newsletter 3/20/2017

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 Northern Star Newsletter 3/20/2017
I wanted to say a BIG THANK YOU! We were offered a top spot in Forbes Magazine for a 2nd time. The first time being in 2013. This time around, is a big honor simply because being nominated initially and never again can play out like a fluke or getting lucky or something. This time, although it is 4 yrs later, shows legitimacy and proof that if you provide great service and support with integrity, you do stand out among the crowd. We couldn't have done it without our staff and our back-office ...
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09

Northern Star Newsletter 3/6/2017

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Northern Star Newsletter 3/6/2017
With this month's FOMC (Federal Open Market Committee) meeting, otherwise known as the FED meeting, we are expecting to see a rate increase-and with that, some added market turbulence. We are seeing a bit of a retraction in precious metals, Oil and Gas, and Natural Resources with the rise in the value of the dollar on the short-term time horizon, but the expectation over the next several months is that we will likely see a resurgence in the commodity space with a retracement in the strength of t...
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"Returns are a byproduct of good risk management” says Jon McCardle, president of Summit Financial Group of Indiana. And good risk management means knowing when to buy and when to sell.
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Northern Star Newsletter 2/21/2017

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 Northern Star Newsletter 2/21/2017
I want to personally thank everyone who sent in birthday wishes yesterday! My oldest daughter turned 20 on the 20th of Feb and I turned 21 on the 22nd. Well, although my body doesn't fell like I'm 21, my mind does and that's what we are going with, so thank you all! The markets are still ticking along higher and although we are certainly happy about making clients money, we are also cautiously optimistic about the future but until we see evidence we should make any changes to the contrary, st...
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16

Northern Star Newsletter 2/13/2017

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Northern Star Newsletter 2/13/2017
The merits of the rally Our mid and long-term indicators both are confirming that his recent rally in the markets, while overdue for a correction, still has merit and continued strength for the near-term. According to Lowry, "Thus, the probabilities based on our 91-year history of Supply and Demand favor months of further gains in this old but still viable bull market."
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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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