The competition to attract or acquire leading advisors or advisory firms is fierce. Whether you are a top advisor choosing your...
Read MoreSummit Financial Welcomes Lifetime Wealth Management to its Expanding Advisor Community Summit Financial Holdings (“Summit”), a premier destination for independent...
READ MOREWe are pleased to announce that 8 Summit Financial advisors have been named to the 2023 AdvisorHub “Advisors to Watch”...
READ MOREA five-person team has left Wells Fargo Advisors to launch their own independent practice with Summit Financial, a Parsippany, N.J.–based...
Read MoreWe’re pleased to welcome Great Lakes Private Wealth to the Summit Financial family! Based in Farmington Hills, MI, and led...
READ MOREOur CEO Stan Gregor had the opportunity to speak with Tony Sirianni on the AdvisorHub podcast. Stan shared the uniqueness...
READ MOREOur CEO Stan Gregor was a guest on the DealQuest podcast with Corey Kupfer to discuss how Summit has evolved...
READ MORE2022 Forbes | SHOOK Research America’s Top 100 RIA Firms We are extremely proud to announce that Summit Financial, LLC...
READ MORE2022 Barron’s Top 100 RIA Firms List We are proud to announce that Summit Financial, LLC has been named...
READ MOREThere’s no universally correct direction for every breakaway to take. What works for some may not be the right solution...
Read MoreYou have one chance to show clients why you started your own firm, and most importantly, how they will be...
Read MoreOur industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if...
Read MoreSummit Financial’s Stan Gregor offers advice on how other firms can create scalable, repeatable growth strategies and transform their practices...
Read MoreStan Gregor is the CEO of Summit Financial LLC, a preeminent investment advisory firm with a four-decade legacy of helping...
Read MoreOur industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if...
Read MoreA conversation with Monish Verma, Managing Partner, Vardhan Wealth Management Monish describes what is an incredibly instructive journey, starting with...
Read MoreSummit Financial Holdings (“Summit”), a financial services firm for top independent and breakaway advisors, will fuel the launch of Advocus...
Read MoreA pair of former brokers-turned-advisors in Columbus, Ohio have broken away for the second time in a year to launch...
Read MoreA year after they broke away from Merrill Lynch, Ohio advisors Steve Vujevich and Matt Anderson are starting anew. The...
Read MoreI have at least 20 more years left in the tank. I want to build a legacy. I want to...
Read MorePARSIPPANY, N.J.–(BUSINESS WIRE)–Summit Financial Holdings (“Summit”), a financial services firm and premier destination for independent and breakaway advisors, welcomes WealthPlan...
Read More“Never let a good crisis go to waste.” This compelling quote, often attributed to Winston Churchill, came to my mind...
Read MoreFinancial advisor Monish Verma has partnered with Parsippany, N.J.-based Summit Growth Partners to launch an independent practice in Farmington Hills,...
Read MoreVardhan Wealth Management is Summit Financial’s first affiliate office in Michigan. A UBS breakaway team has formed an independent wealth...
Read MoreSummit Financial Holdings says it has taken a stake in a Miami-based registered investment advisor firm, marking its foray into serving...
Read MoreSummit Financial has clinched its 13th minority investment in a registered investment advisor. Through its affiliate Summit Growth Partners, the firm...
Read MoreThe most impactful lesson I’ve learned in my long career is: If necessity is the mother of invention, then crisis...
Read MoreSummit Growth Partners will be a sort of velvet rope model, providing advisors with access to Summit’s services at a...
Read More$300m duo launches Summit-affiliated RIA Mike Halvorsen and Joseph Bates have launched MRK Wealth Advisors in Doylestown, Pa. A father...
Read MoreTo ‘advance the brand’s positioning in the marketplace’ and provide support for financial advisors October 13, 2020 — PARSIPPANY, N.J.–(BUSINESS...
Read MoreThe ex-Hightower, ex-Dynasty recruiter joins Stan Gregor’s early-stage RIA roll-up, with mighty backing and good momentum Ed Friedman is back...
Read MoreFriedman, also a founding partner of Hightower, has joined Summit Financial as its director of business development and growth. Former...
Read MoreStan Gregor is the CEO of Summit Financial, LLC., in Parsippany, N.J., with over 30 years of experience helping clients...
Read MoreMerchant Investment Management, an RIA investment firm, took a minor equity interest in Parsippany, New Jersey-based RIA Summit Financial. Merchant...
Read MoreBoth equity and fixed-income markets fell in August. The S&P 500 fell -1.6% as all sectors were down except for...
READ MOREJuly was a strong month for equity markets while fixed income markets were essentially unchanged. The S&P 500 added 3.2%...
READ MORERecent media articles have touted the tax benefits of investing in public bonds selling at discounts to face value (the...
READ MOREDuring the second quarter, U.S. economic growth continued near a 2% pace, the Fed raised rates once and promised to...
READ MOREDuring the month of May, equity and bond markets generated mixed results after navigating through a federal debt ceiling stand-off,...
READ MOREMarkets and the economy remained on a better-than-expected trajectory so far in 2023. Inflation is higher than desired but has...
READ MOREThe first quarter of 2023 saw strong gains for stocks and bonds. Investor sentiment was fickle during the quarter as...
READ MOREAfter an exuberant January, investors took a step back as concerns reemerged that inflation and tighter financial conditions could derail...
READ MOREInvestors are deluged daily with data about the economy. Invariably, the data does not emit consistent clues about the direction...
READ MOREHeading into 2022, investors were optimistic. The economic recovery from the coronavirus pandemic had exceeded expectations and risk-assets had positive...
READ MORENovember brought investors some additional reprieve as the economy continued its bumpy transition to its next phase. Somewhat defying the...
READ MOREU.S. equities, as measured by the S&P 500 Index, declined slightly last week as investors continued to price in the...
READ MOREU.S. equities surged late last week reflecting investors’ celebration of easing inflation data and falling bond yields. The S&P 500...
READ MOREAfter a difficult September, investors enjoyed a respite from the grueling downturn in the capital markets. Global stocks surged on...
READ MOREU.S. stocks rallied throughout the week, despite significant declines from several notable tech platform companies. Value shares outpaced growth names...
READ MOREDomestic stocks flourished last week as investors reacted to positive earnings and hints the Fed may reduce the size and...
READ MOREThe third quarter was another challenging one for markets in what’s shaping up to be a volatile 2022. The Federal...
READ MOREU.S. equity markets finished higher for the first time in four weeks. That said, weakness late in the week handed...
READ MOREU.S. equities were punished amid signs that the Federal Reserve may still face a bumpy path ahead in their fight...
READ MOREU.S. stocks fell sharply over a renewed hawkish stance from the Fed and resurfacing growth concerns. The S&P 500 Index...
READ MOREU.S. stocks declined last week after an alarming August inflation report came in above expectations and spooked investors. The S&P...
READ MORELast week broke the U.S. equity market’s three-week losing streak with the S&P 500 Index logging a near 4% gain....
READ MOREAny hope that softer inflation and slower growth data would cause the Fed to pivot from its hiking schedule quickly...
READ MOREU.S. stocks declined last week as investors continued to digest hawkish messages delivered by the Federal Reserve despite the strong...
READ MOREU.S. stocks ended the week sharply lower following a more hawkish tone than anticipated from Powell’s Jackson Hole speech. Losses...
READ MOREU.S. equities declined which snapped a four-week winning streak for the large-cap S&P 500 Index. Recent hawkish comments from Federal...
READ MOREU.S. equities had another strong week with the S&P 500 Index rising over 3%. This brought year-to-date losses to -9.3%,...
READ MOREU.S. stocks were mixed last week following the release of a stronger-than-expected jobs report which resurfaced concerns that the Federal...
READ MOREThe recent GDP release marked the second consecutive quarter of negative growth. This intensified the debate about whether the U.S....
READ MOREU.S. stocks shook off a disappointing second quarter GDP print with the S&P 500 Index rising 4.3% over the week....
READ MOREU.S. equities rose last week, mostly pushed higher on Tuesday. Investors welcomed signs of a slowing economy and fading inflationary...
READ MOREU.S. stocks had modest losses over a busy and volatile week for economic data and markets. Notably, trading volumes were...
READ MOREThe end of June concluded one of the worst starts of the year for markets ever. There were few places...
READ MOREIn a switch from last week, U.S. stocks gained ground as optimism mounted that the Federal Reserve could quell inflation...
READ MOREU.S. stocks gave back some of last week’s gains amidst worries that the Fed’s efforts to quell inflation could push...
READ MOREInitial signs that inflation and growth could be moderating helped boost stocks over a shortened trading week. Every sector within...
READ MORERenewed recessionary-founded fears and the largest interest rate increase in nearly 30 years resulted in a sharp decline in U.S....
READ MOREU.S. equities finished the week with steep declines as higher-than-expected inflation raised further concerns the Federal Reserve may continue to...
READ MOREHeadline market returns were modestly positive, but May brought another volatile month for investors adding to an already tumultuous 2022....
READ MOREU.S. stocks pulled back after a significant reversal rally two weeks ago. Investors remained concerned over the Fed’s ability to...
READ MOREU.S. stocks broke their seven-week losing streak, posting sizeable gains. Every sector in the S&P 500 Index rose last week....
READ MOREDomestic stocks continued their descent as fears grew that inflation was causing consumers to further restrict their discretionary spending. At...
READ MOREQuick take: Low starting yields have made the dramatic rise in rates particularly painful for nearly all duration sensitive fixed...
READ MOREU.S. equities had another challenging week despite the rally last Friday. The S&P 500 Index finished the period off another...
READ MOREDevelopments that manifested during the first quarter persisted into April as capital markets experienced widespread pullbacks. Investors yearned for some...
READ MOREMost U.S. equity indices were lower last week as interest rate and inflation concerns mounted. The Dow Jones Industrial Average...
READ MOREU.S. stocks fell to their lowest level of 2022, last week, as disappointing earnings and falling sentiment weighed on major...
READ MOREU.S. equities were lower as investors digested hawkish statements from the Fed hinting of more aggressive rate hikes. The Dow...
READ MOREU.S. stocks were mostly down over a shortened trading period last week. Volumes were generally lower given the holiday. Small-cap...
Read MoreAlthough many hoped for calmer times in 2022, the year has so far continued to keep investors on their toes....
Read MoreU.S. equity indices were mostly lower throughout the week despite a wide dispersion within sectors. The Federal Reserve’s likely future...
Read MoreU.S. stocks closed the week roughly flat after losses starting mid-week reversed a 4-day winning streak. This marked the end...
Read MoreMajor U.S. equity indices ended mostly higher as the S&P 500 Index reached its highest level since February 10th despite...
Read MoreU.S. stocks snapped a two-week losing streak with the S&P 500 Index rising more than 6%. The gain was enough...
Read MoreDomestic stocks pulled back last week amid continued elevated levels of volatility given the uncertain economic impacts the Russian invasion...
Read MoreRecent market volatility is yet another painful reminder of what happens to risk assets during challenging times for the world...
Read MoreU.S. stocks suffered additional losses last week as investors continued to price in the developments in Ukraine and the potential...
Read MoreHeadlines regarding future Federal Reserve (Fed) policy action and the ensuing path of the pandemic temporarily faded into the background...
Read MoreDomestic stocks were mostly higher during a historic week marked by Russia’s invasion of Ukraine which initially wreaked havoc on...
Read MoreThe New Year began inauspiciously, with global equity and bond markets falling in unison. Commodities proved to be a diversifier,...
Read MoreTax-loss harvesting (TLH) strategies are effective in reducing immediate capital gains tax liability payments for individuals, dependent on different variables....
Read MoreIt’s often noted that actively managed equity mutual funds are less tax-efficient than equivalent passive equity ETFs/index funds but it’s...
Read MoreU.S. stocks once again dominated global investment markets in 2021, far surpassing other asset classes. It was a good year...
Read MoreNovember proved to be a turbulent period for markets as investors reacted to the news of rising coronavirus concerns ignited...
Read MoreInvestor sentiment was fickle during the third quarter, resulting in meager performance for most investable assets. Equity markets echoed the...
Read MoreInvestor sentiment was fickle during the third quarter, resulting in meager performance for most investable assets. Equity markets echoed the...
Read MoreTax Implications of Moving From New Jersey to Florida For individuals considering moving from New Jersey to Florida, there are...
READ MOREFor many parents, saving for children’s college education is a primary goal. While the 529 plan has been a useful...
READ MOREKey Takeaways The IRS has confirmed its view that when assets are gifted to an irrevocable grantor trust and not...
READ MOREWith the recent passage of SECURE Act 2.0, many sweeping changes to retirement planning landscape will be implemented in the...
READ MOREKey Provisions of SECURE Act 2.0 Since the passage of the “Setting Every Community Up For Retirement Act” (SECURE Act)...
READ MOREAs 2022 draws to a close, there are a number of actions clients may consider prior to year-end to strengthen...
READ MOREOn Tuesday, August 16, 2022, President Biden signed into law the “Inflation Reduction Act,” a bill that passed the House...
READ MOREAccording to the LIMRA (Life insurance Marketing and Research Association), just over one quarter of individuals 20 years of age...
READ MOREOne frequent concern for parents is instilling financial awareness in their children. While many parents are familiar with the concept...
READ MOREIn 2019, Congress passed the “Setting Every Community Up for Retirement Act” (SECURE Act), with the aim of assisting individuals...
READ MOREBy Christopher Stappas, J.D., CFP® Medical professionals are intelligent, highly educated people. However, they are not immune to financial missteps....
READ MOREAs investors weather a tumultuous market in the first quarter of 2022, the current volatility may pose an opportunity for...
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