· If U.S. investors were feeling anxious about global events it was difficult to detect, as big rallies in U.S....

· U.S. economy delivered strong growth in Q3 2023, in sharp contrast to Europe, Japan and China. · Unemployment remains...

Takeaways Global economic growth has remained resilient during this rate hiking Near term growth, although moderate, is now trending towards...

Both equity and fixed-income markets fell in August. The S&P 500 fell -1.6% as all sectors were down except for...

July was a strong month for equity markets while fixed income markets were essentially unchanged. The S&P 500 added 3.2%...

Recent media articles have touted the tax benefits of investing in public bonds selling at discounts to face value (the...

During the second quarter, U.S. economic growth continued near a 2% pace, the Fed raised rates once and promised to...

During the month of May, equity and bond markets generated mixed results after navigating through a federal debt ceiling stand-off,...

Markets and the economy remained on a better-than-expected trajectory so far in 2023. Inflation is higher than desired but has...

The first quarter of 2023 saw strong gains for stocks and bonds. Investor sentiment was fickle during the quarter as...

After an exuberant January, investors took a step back as concerns reemerged that inflation and tighter financial conditions could derail...

Investors are deluged daily with data about the economy. Invariably, the data does not emit consistent clues about the direction...

Heading into 2022, investors were optimistic. The economic recovery from the coronavirus pandemic had exceeded expectations and risk-assets had positive...

November brought investors some additional reprieve as the economy continued its bumpy transition to its next phase. Somewhat defying the...

U.S. equities, as measured by the S&P 500 Index, declined slightly last week as investors continued to price in the...

U.S. equities surged late last week reflecting investors’ celebration of easing inflation data and falling bond yields. The S&P 500...

After a difficult September, investors enjoyed a respite from the grueling downturn in the capital markets. Global stocks surged on...

U.S. stocks rallied throughout the week, despite significant declines from several notable tech platform companies. Value shares outpaced growth names...

 Domestic stocks flourished last week as investors reacted to positive earnings and hints the Fed may reduce the size and...

The third quarter was another challenging one for markets in what’s shaping up to be a volatile 2022. The Federal...

U.S. equity markets finished higher for the first time in four weeks. That said, weakness late in the week handed...

U.S. equities were punished amid signs that the Federal Reserve may still face a bumpy path ahead in their fight...

U.S. stocks fell sharply over a renewed hawkish stance from the Fed and resurfacing growth concerns. The S&P 500 Index...

U.S. stocks declined last week after an alarming August inflation report came in above expectations and spooked investors. The S&P...

Last week broke the U.S. equity market’s three-week losing streak with the S&P 500 Index logging a near 4% gain....

Any hope that softer inflation and slower growth data would cause the Fed to pivot from its hiking schedule quickly...

U.S. stocks declined last week as investors continued to digest hawkish messages delivered by the Federal Reserve despite the strong...

U.S. stocks ended the week sharply lower following a more hawkish tone than anticipated from Powell’s Jackson Hole speech. Losses...

U.S. equities declined which snapped a four-week winning streak for the large-cap S&P 500 Index. Recent hawkish comments from Federal...

U.S. equities had another strong week with the S&P 500 Index rising over 3%. This brought year-to-date losses to -9.3%,...

U.S. stocks were mixed last week following the release of a stronger-than-expected jobs report which resurfaced concerns that the Federal...

The recent GDP release marked the second consecutive quarter of negative growth. This intensified the debate about whether the U.S....

U.S. stocks shook off a disappointing second quarter GDP print with the S&P 500 Index rising 4.3% over the week....

U.S. equities rose last week, mostly pushed higher on Tuesday. Investors welcomed signs of a slowing economy and fading inflationary...

U.S. stocks had modest losses over a busy and volatile week for economic data and markets. Notably, trading volumes were...

The end of June concluded one of the worst starts of the year for markets ever. There were few places...

In a switch from last week, U.S. stocks gained ground as optimism mounted that the Federal Reserve could quell inflation...

U.S. stocks gave back some of last week’s gains amidst worries that the Fed’s efforts to quell inflation could push...

Initial signs that inflation and growth could be moderating helped boost stocks over a shortened trading week. Every sector within...

Renewed recessionary-founded fears and the largest interest rate increase in nearly 30 years resulted in a sharp decline in U.S....

U.S. equities finished the week with steep declines as higher-than-expected inflation raised further concerns the Federal Reserve may continue to...

Headline market returns were modestly positive, but May brought another volatile month for investors adding to an already tumultuous 2022....

U.S. stocks pulled back after a significant reversal rally two weeks ago. Investors remained concerned over the Fed’s ability to...

U.S. stocks broke their seven-week losing streak, posting sizeable gains. Every sector in the S&P 500 Index rose last week....

Domestic stocks continued their descent as fears grew that inflation was causing consumers to further restrict their discretionary spending. At...

Quick take: Low starting yields have made the dramatic rise in rates particularly painful for nearly all duration sensitive fixed...

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...

 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...

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

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...

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...

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...

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

Summit Financial First Quarter 2021 Investment Newsletter

Summit Financial Fourth Quarter 2020 Investment Newsletter

The Case for Hedging and Tactical – August 2020

Tax Implications of Moving From New Jersey to Florida For individuals considering moving from New Jersey to Florida, there are...

For many parents, saving for children’s college education is a primary goal. While the 529 plan has been a useful...

Key Takeaways The IRS has confirmed its view that when assets are gifted to an irrevocable grantor trust and not...

With the recent passage of SECURE Act 2.0, many sweeping changes to retirement planning landscape will be implemented in the...

Key Provisions of SECURE Act 2.0 Since the passage of the “Setting Every Community Up For Retirement Act” (SECURE Act)...

As 2022 draws to a close, there are a number of actions clients may consider prior to year-end to strengthen...

On Tuesday, August 16, 2022, President Biden signed into law the “Inflation Reduction Act,” a bill that passed the House...

According to the LIMRA (Life insurance Marketing and Research Association), just over one quarter of individuals 20 years of age...

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

In 2019, Congress passed the “Setting Every Community Up for Retirement Act” (SECURE Act), with the aim of assisting individuals...

By Christopher Stappas, J.D., CFP® Medical professionals are intelligent, highly educated people. However, they are not immune to financial missteps....

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