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: investment plannerReturn

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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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)
  • 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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