Low starting yields have made the dramatic rise in rates particularly painful for nearly all duration sensitive fixed income assets...
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 MoreOne frequent concern for parents is instilling financial awareness in their children. While many parents are familiar with the concept...
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 MoreThe House passage of the SECURE Act 2.0 bill signals bipartisan and sweeping changes to the retirement landscape. Read more...
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 MoreMedical professionals are intelligent, highly educated people. However, they are not immune to financial missteps. As a financial advisor for...
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 MoreAs investors weather a tumultuous market in the first quarter of 2022, the current volatility may pose an opportunity for...
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 MoreOur industry loves its buzzwords, and the term “financial quarterback” is a well-worn staple of advisor marketing campaigns. But if...
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 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 MoreInvestor sentiment was fickle during the third quarter, resulting in meager performance for most investable assets. Equity markets echoed the...
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...
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