The profit of letting go - Summit Financial

RECENT INSIGHTS

September 9, 2026

IPOs Aren’t What They Used To Be: Why Advisors Should Rethink How Clients Chase Innovation

Every major IPO now comes with the same phone call. A client sees an AI platform or tech company hit...

August 24, 2026

3 Liquidity-Event Tax Moves Pre-Retirees Often Overlook

A business sale or a large option exercise can feel like you’ve reached the finish line. However, if a client...

August 19, 2026

Why Many Midyear Outlooks Miss What Really Matters for Clients

Summit Deputy Chief Investment Officer Steven Melnick, CFA, writes in Wealth Management’s “2026 Midyear Outlook” that predicting where markets land...