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,...

It’s important to protect against cyberthreats during tax-filing season. Our own Steve Pfundstein offered tips to Financial Advisor Magazine for how to spot phishing scams. Steve says: “If an email or call seems suspicious or out of the norm, take a moment to assess...

Stan Gregor is the CEO of Summit Financial, LLC., in Parsippany, N.J., with over 30 years of experience helping clients achieve their financial goals. Under his leadership, the firm has implemented SummitVantage - an innovative technology solution for financial...

COMMISSION FEES CAN take a large bite out of investment returns when buying and selling individual stocks, funds and other investment products. Traditionally, these fees ranged from $1 to as much as $50. Fortunately, more online brokerages are moving toward a free...