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 2/9/2016

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Northern Star Newsletter 2/9/2016
The recent amount of negativity has resulted in numerous conditional changes in the markets. According to J2 Capital, we have now officially entered into a bear market. We also have seen our mid-term indicator make a change over night from favoring stocks to favoring bonds. This could reverse back but for the time being, it suggests we take a defensive stance as well.
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Categories: | Tags: financial planning , financial advisor , financial advisors , financial consultant , financial consultants , tax tips , 2015 tax tips , filing your taxes | View Count: (601)
  • 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...
  • 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

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  • 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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