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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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)
08

Northern Star Newsletter 03/08/2016

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Northern Star Newsletter 03/08/2016
With this rally, we have got to be out of the woods?!? It is "normal market mechanics" to see a short-term rally come on the heels of a significant market correction. From it's high point in May of 2015, the market had fallen over 17% before catching hold and seeing a rally. Jan 25th, our indicators demonstrated a change from favoring stocks to favoring bonds for the first time since Nov of 2007. Since this change, we continue to see a weakening in the equities and strengthening in Gold ...
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Categories: | Tags: financial consultant , financial advisor , Tax Tips , Tax Advisors | View Count: (446)
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)
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)
19

Northern Star Newsletter 8/19/15

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I hate to say it, but being more cautious is paying dividends right now. The average stock in the S&P 500 is down 13% year to date, according to John Benedict of J2 Capital. The key right now is remaining cautious, selective and patient, which are not the character traits one thinks of when picturing the average investor. With more than 55% of the S&P 500 trading below the 200-day simple moving average, it is not a time to be business as usual. If it were not for healthcare and consumer cyclical...
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Categories: | Tags: dividends , stock news , quality stocks , economic calendar , tax tips | View Count: (628)
  • 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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