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)
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)
17

Northern Star Newsletter 2/17/2016

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Northern Star Newsletter 2/17/2016
The markets have been correlated to the movement in Oil recently. With the weekend announcement that Russia and OPEC will be freezing oil production in an attempt to return demand to the marketplace, the commodity seems to be in a stable position for the time being. The stability in Oil has caused the greater markets to attempt to rally these past 3 days giving everyone cause for pause. There are still some headwinds that could continue to cause volatility and the fact that we are not officia...
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Categories: | Tags: financial advisors , financial advisor , financial planning , financial consultant , finance , economic calendar | View Count: (686)
09

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: (571)
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)
07

Northern Star Newsletter 10/5/15

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Northern Star Newsletter 10/5/15
We have made another turn to the bullish side of the fence, seeing the markets rebound and portfolios climb. Not much has changed in the markets since the FED announced two weeks ago their plan to stay at current rates for yet another meeting cycle.
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Categories: | Tags: financial planning , financial advisors , financial planning advisors | View Count: (674)
  • 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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