Our industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if your business prides itself on coordinated, team-based wealth management, the next few weeks of tax change uncertainty are your chance to back up your advertising with action.

The proposals making their way through Congress depend on agreements with the Democrats, who hold knife-edge majorities in both houses. Lawmakers have kicked the can for months, but may feel rising pressure from their constituents to get a win on the board before the midterm elections occupy their attention.

RECENT INSIGHTS

October 26, 2023

We are extremely honored to announce that for the second consecutive year Summit Financial, LLC has been recognized in the...

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October 11, 2023

We are extremely proud to announce that Summit Financial, LLC has been ranked #52 in the Barron’s ranking of America’s...

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July 10, 2023

The competition to attract or acquire leading advisors or advisory firms is fierce.  Whether you are a top advisor choosing your...

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