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 business owners and affluent people...

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 here:

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 PLANADVISER on the topic and discussed what...

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 economy and potential shutdowns."

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 hold as the consequences of drawing a taxing...

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:

Our Director of Integrated Planning Group, Brandon Smith, recently told Financial Advisor Magazine that due to the COVID-19 pandemic, “people unable to leave a higher-tax state, where they own a home, may well face added risk of a residency audit.” Read the full...

As Summit Financial welcomes Ed Friedman, RIA Biz highlights where he’s been, but more importantly, where he plans to go. Friedman embraces challenge and change as he reflects on the current COVID-19 crisis, stating Summit’s “turnkey” nature will allow the RIA...

We are pleased to announce we’ve hired industry vet Ed Friedman to spearhead business development and growth. Read more about Ed’s background and what he’s bringing to the Summit team in this Citywire...

Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day. For many wealth management professionals,...