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 4/27/2016

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Northern Star Newsletter 4/27/2016
Our newest technical addition to the family... Lowry Research. As many of you know, I am always in 'learning and growth' mode-always seeking out ways to improve and better the firm, myself and the services we offer our clientele. During a recent article on risk management, the research firm named Lowry was mentioned numerous times, which caused me to investigate them further. This was in part to ensure the legitimacy of the article and in part to see if there is better research to be found o...
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Categories: | Tags: financial planning , financial advisors , financial consultants , financial planners , financial advisor , financial advice , retirement planning , planning for retirement , investment consultant , investment planner | View Count: (489)
20

Northern Star Newsletter 1/20/2016

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Northern Star Newsletter 1/20/2016
The beginning to 2016 has certainly not lived up to historic norms of what to expect during an election year, i.e. quiet and muted start. As a matter of fact, NEVER before in the history of the markets has a year began down like it has in 2016.
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Categories: | Tags: Financial Consultant , Financial Planner , Financial Planners , Financial Consultants , Financial Advice , Tax Tips , Tax Season , 2016 markets | View Count: (625)
30

Northern Star Newsletter 12/30/2015

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Northern Star Newsletter 12/30/2015
As we are ending the year, take a moment to count your blessings. I pray that each of our military personnel deployed overseas stay safe and sound while in the service our country.
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Categories: | Tags: financial advisor , financial consultant , financial advice , finance , financial markets , 2016 markets | View Count: (696)
22

Northern Star Newsletter 12/22/2015

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Northern Star Newsletter 12/22/2015
This past week unfolded almost exactly as predicted; volatility and speculation leading into a rate hike followed by a rally. Friday was quite substantial giving nearly 400 points back, causing the average investor to question what in the world is going on.
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Categories: | Tags: Investment planning , financial advisor , financial planner , financial advice | View Count: (614)
14

Northern Star Newsletter 10/14/15

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Northern Star Newsletter 10/14/15
This week begins earnings reporting for the markets. With each cycle, we see companies that beat estimates and those that didn't. During irrational markets, even when the earnings are a surprise, they simply don't seem to matter in the appreciation of the stock's price. We all witnessed this phenomenon from 2012-2014 and 2015 is definitely 'a horse of a different color' as my grandfather used to quip.
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Categories: | Tags: financial advisor , financial advice , financial consultant , financial planning | View Count: (662)
  • 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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