by Summit Financial | Aug 31, 2020 | In The News
Commentary Reports In The News Videos Financial Advisor Magazine took a side-by-side look at each presidential candidates’ approach to taxes. Our own James Rabasca points out that President Trump’s stance on capital gains could provide “a huge planning opportunity for... 
by Summit Financial | Aug 31, 2020 | In The News
Commentary Reports In The News Videos In his latest conversation with Reuters, our CEO Stan Gregor shared his thoughts on the current market environment. He told reporters, “Right now the euphoria is stay long on technology and stay-at-home stocks.” Learn more... 
by Summit Financial | Aug 14, 2020 | In The News
Commentary Reports In The News Videos As businesses continue to work remotely amid the pandemic, it’s more important than ever to ensure proper cybersecurity measures are put in place. Our Director of Information Technology Steve Pfundstein recently spoke to... by Summit Financial | Jul 22, 2020 | In The News
Commentary Reports In The News Videos Market fears persist as coronavirus cases continue to rise in the U.S. Our CEO Stan Gregor told Reuters,“The spike in COVID-19 cases across the country is raising a concern that if they continue to rise, what would it mean for the... by Summit Financial | Jul 15, 2020 | In The News
Commentary Reports In The News Videos Summit Financial’s Brandon Smith told Financial Advisor Magazine’s Jeff Stimpson failing to file your tax return once can be a slippery slope: “Once a person takes a year off…reluctance to file future returns can take... by Summit Financial | Jun 23, 2020 | In The News
Commentary Reports In The News Videos Our CEO Stan Gregor recently told Reuters: “The market is in a position now where it’s priced from an optimistic standpoint and is looking for what’s coming up next.” Read the full article here: Read More at... 
