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

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...