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. 

Archive by tag: 2016 economyReturn

Northern Star Newsletter 2/23/2016

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Northern Star Newsletter 2/23/2016
The recent boost in the markets has been due to the rally in Oil these past several days. We have seen Oil rally back from $27.10 per barrel to $33.08 on the recent agreement between Russia, OPEC and now, IRAN to all agree to freeze production output at January levels. This has stabilized the speculation and caused a reversal of fortune in the commodity as of late. However, one might argue that this too is a false positive meant to stop the downward slide in oil and thus the bear-market entrench...
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Categories: | Tags: financial planner , financial consultant , 2016 economy , social security , tax season , stocks | View Count: (656)
  • Northern Star Newsletter 01/18/2018
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  • Northern Star Newsletter 01/02/2018
    As many of you know, I have 3 kids and they are all at the ages of 16-17-20. My blessing is that they are also all Millennials. This period of their lives, my wife and I find that our rolls have chang...

    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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