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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The Northern Star Boilermaker Retirement Report
Since the writing of our last message, we have seen a typical recovery rally in the markets. Normal market mechanics would dictate that on the heels of a 10+% retraction in the market, we would expect to see a recovery that is between 70-90% of previous levels before heading back down again for another retraction in value.
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Categories: | Tags: retirement planning , plan for retirement , financial planning , lafayette retirement planning , Financial planner , financial consultant | View Count: (574)
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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)
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Northern Star Newsletter 4/20/2016

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Northern Star Newsletter 4/20/2016
Well, these past several weeks have been a reversal of fortune in the markets, ever since the Fed decided to rethink their approach to raising interest rates for 2016. Since the markets in general prefer the known vs the unknown, one can certainly see why they have enjoyed an increase in risk-on investments.
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Categories: | Tags: financial planner , financial consultant , financial advisors , retirement planning , financial advisor in Lafayette IN , financial consultant in Lafayette | View Count: (517)
12

Northern Star Newsletter 4/12/2016

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Northern Star Newsletter 4/12/2016
We are seeing the markets seemingly climb, yet the underlying current is not following suit. As a matter of fact, we have seen the market decline since it's high back in May of 2015 when we reference a point-to-point consideration. Many in the media claim the recent 12+% rally off the lows in February as a mitigating action that would-and should-reverse the pessimistic views of a bear market settling in. We, however, follow the evidence and the evidence says something entirely different.
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Categories: | Tags: financial planners , financial planning , financial advisor , financial consultant , financial group , tax tips | View Count: (478)
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Northern Star Newsletter 4/4/2016

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Northern Star Newsletter 4/4/2016
This past week, I traveled out of the country on business. During the trip, we had some relationship building activities meant to foster and reinforce relationships we have developed over the years. I can honestly tell you that nothing-and I mean nothing-builds relationships faster than experiencing something less than enjoyable together.
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Categories: | Tags: financial planner , financial planners , financial consultant , saving for retirement , tax tips , tax season | View Count: (513)
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Northern Star Newsletter 03/29/2016

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Northern Star Newsletter 03/29/2016
As the market has now rebounded from their Feb 11th lows, many are touting a rally being underway and how remaining cautious is foolish and harmful for the long-term success of the investments. Well, I guess time will tell as it always does. All I know is what I am reading daily and researching, and my research is telling me a vastly different story.
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Categories: | Tags: stock market , financial planner , financial consultant | View Count: (544)
22

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)
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Northern Star Newsletter 03/14/2016

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Northern Star Newsletter 03/14/2016
After nearly a month of straight up gains in the S&P 500 index, we are starting to see the markets take a rest. For how long is obviously unknown but at this point all of our research is still directing us to remain cautious and step carefully in the markets.
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Categories: | Tags: financial planner , financial consultants , economic calendar , investment consultant | View Count: (598)
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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: (597)
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Northern Star Newsletter 1/26/2016

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Northern Star Newsletter 1/26/2016
As many of you are aware, I am what my mother affectionately refers to as a "momma's boy" and over my lifetime, some of my most profound advice has arisen as a result of our close relationship. As a matter of fact, she gets credit for numerous analogies and sayings I have quipped.
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Categories: | Tags: financial planner , financial consultants , lafayette indiana financial planner , lafayette indiana financial consultant | View Count: (575)
Page 1 of 3FirstPrevious[1]23NextLast
  • 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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