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: planning for retirementReturn

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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The Northern Star Boilermaker Retirement Report
Well, so far the year has not turned out as predicted. We have not had as much snow as predicted in the area. We have not had much to celebrate in the markets as predicted either. As a matter of fact, we have seen a historical beginning for the markets in 2016. It was the first time the Dow has opened up down 5% in the first 4 trading days in history according to Factset. We would then go on to see a drop of over 10+% before writing this message.
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The Northern Star Newsletter Boilermaker Retirement Report
In our private client newsletter, I had included an excellent article from Durand Capital that demonstrated the historical reactions in the markets to a rate hike dating back to the early 80's. What was demonstrated was quite contrarian to many media pundits who have suggested that as interest rates begin to rise, the markets will begin to fall.
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Categories: | Tags: retirement , retirement planning , planning for retirement , retirement fund , social security | View Count: (760)

Northern Star Newsletter 11/18/15

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Northern Star Newsletter 11/18/15
On November 2, 2015, President Obama signed into law a budget deal that affects certain Social Security claiming strategies. The changes mainly affected two strategies that helped retirees increase their lifetime benefits.
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Categories: | Tags: social security changes , social security and retirement , financial advisors , retirement financial advisors , planning for retirement , financial consultants | View Count: (747)
  • 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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