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: financial marketReturn

Northern Star Newsletter 3/22/2016

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Northern Star Newsletter 3/22/2016
Last week was an interesting one, especially Wednesday when the Fed "reversed" their approach of raising interest rates through 2016 on the view of a slowing economic recovery and concerns globally. Not 15 minutes into her talk, the markets took off and shot almost straight up. This pattern continued the remainder of the week as well giving "hope" to those investors not savvy enough to see what was really happening.
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Categories: | Tags: financial consultants , financial advisors , financial planners , financial market | View Count: (529)

Northern Star Newsletter 1/7/2016

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Northern Star Newsletter 1/7/2016
The beginning of 2016 reminds me of the saying "In like a Lion, out like a Lamb". To tell ya the truth, the markets are playing out like their history suggests. As you might remember, dating back a few issues ago, I had brought to your attention that over the past 40 years or so, every year the Fed raises rates, the markets reward investors to the tune of 7-12% in the year following, however, the 5-7 week window over top of that decision is violent and volatile.
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Categories: | Tags: financial markets , 2015 in review , 2015 financial review , financial consultants , financial advisors , financial planners | View Count: (626)

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)
  • 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...

    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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