Low starting yields have made the dramatic rise in rates particularly painful for nearly all duration sensitive fixed income assets...

U.S. equities had another challenging week despite the rally last Friday. The S&P 500 Index finished the period off another...

Developments that manifested during the first quarter persisted into April as capital markets experienced widespread pullbacks. Investors yearned for some...

Most U.S. equity indices were lower last week as interest rate and inflation concerns mounted. The Dow Jones Industrial Average...

U.S. stocks fell to their lowest level of 2022, last week, as disappointing earnings and falling sentiment weighed on major...

One frequent concern for parents is instilling financial awareness in their children.  While many parents are familiar with the concept...

 U.S. equities were lower as investors digested hawkish statements from the Fed hinting of more aggressive rate hikes. The Dow...

U.S. stocks were mostly down over a shortened trading period last week. Volumes were generally lower given the holiday. Small-cap...

Although many hoped for calmer times in 2022, the year has so far continued to keep investors on their toes....

U.S. equity indices were mostly lower throughout the week despite a wide dispersion within sectors. The Federal Reserve’s likely future...

The House passage of the SECURE Act 2.0 bill signals bipartisan and sweeping changes to the retirement landscape.  Read more...

U.S. stocks closed the week roughly flat after losses starting mid-week reversed a 4-day winning streak. This marked the end...

Medical professionals are intelligent, highly educated people. However, they are not immune to financial missteps. As a financial advisor for...

Major U.S. equity indices ended mostly higher as the S&P 500 Index reached its highest level since February 10th despite...

U.S. stocks snapped a two-week losing streak with the S&P 500 Index rising more than 6%. The gain was enough...

As investors weather a tumultuous market in the first quarter of 2022, the current volatility may pose an opportunity for...

Domestic stocks pulled back last week amid continued elevated levels of volatility given the uncertain economic impacts the Russian invasion...

Recent market volatility is yet another painful reminder of what happens to risk assets during challenging times for the world...

U.S. stocks suffered additional losses last week as investors continued to price in the developments in Ukraine and the potential...

Headlines regarding future Federal Reserve (Fed) policy action and the ensuing path of the pandemic temporarily faded into the background...

Domestic stocks were mostly higher during a historic week marked by Russia’s invasion of Ukraine which initially wreaked havoc on...

The New Year began inauspiciously, with global equity and bond markets falling in unison. Commodities proved to be a diversifier,...

Tax-loss harvesting (TLH) strategies are effective in reducing immediate capital gains tax liability payments for individuals, dependent on different variables....

It’s often noted that actively managed equity mutual funds are less tax-efficient than equivalent passive equity ETFs/index funds but it’s...

U.S. stocks once again dominated global investment markets in 2021, far surpassing other asset classes. It was a good year...

Our industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if...

November proved to be a turbulent period for markets as investors reacted to the news of rising coronavirus concerns ignited...

Investor sentiment was fickle during the third quarter, resulting in meager performance for most investable assets. Equity markets echoed the...

Stan Gregor is the CEO of Summit Financial LLC, a preeminent investment advisory firm with a four-decade legacy of helping...

Our industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if...

Investor sentiment was fickle during the third quarter, resulting in meager performance for most investable assets. Equity markets echoed the...

Summit Financial Second Quarter 2021 Investment Newsletter

“Never let a good crisis go to waste.” This compelling quote, often attributed to Winston Churchill, came to my mind...

Summit Financial First Quarter 2021 Investment Newsletter

The most impactful lesson I’ve learned in my long career is: If necessity is the mother of invention, then crisis...

Summit Financial Fourth Quarter 2020 Investment Newsletter

The Case for Hedging and Tactical – August 2020