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)
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)
08

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)
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)
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)
14

Northern Star Newsletter 1/14/2016

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Northern Star Newsletter 1/14/2016
This past several days in the markets have been less than fun. Fears have run amuck and the speculations have soared. "I hear that 2016 is going to be like 2008!" or "I hear that the election year is going to be a tough year in the markets?" have all been expressed to me over the past several days. Each time I hear it, it just reaffirms the fact that most investors say they are investing for the long-term but tend to behave like day traders.
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Categories: | Tags: financial consultants , financial investment planner , financial planners , Lafayette Indiana financial consultants | View Count: (635)
07

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)
23

Northern Star Newsletter 11/23/15

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Northern Star Newsletter 11/23/15
I hope each and every one of you are able to spend what precious time you have with those you love. Travel safe and have a happy thanksgiving!
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Categories: | Tags: financial advisor , financial planner , financial advisors , financial planners , Lafayette financial advisor | View Count: (656)
17

Northern Star Newsletter 11/17/15

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Northern Star Newsletter 11/17/15
How will the Paris attacks affect markets? First and foremost, our hearts and thoughts go out to those affected by the cowardly attacks in Paris Friday evening. All it takes for evil to prevail is for enough good people to do nothing.
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Categories: | Tags: how paris attacks affect markets , paris attacks affect the market , financial planners , financial advisors , financial consultants | View Count: (618)
  • 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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