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Commentary Reports In The News Videos Some financial advisory firms are finding their commitment to virtual practices even more validated in the current coronavirus quarantine; for other teams, the value of a physical location is becoming more apparent by the day. For many wealth management professionals, working from home has gone from one option for connecting with clients and partners to the option, as the novel coronavirus pandemic has caused closures, cancelations and postponements across
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Commentary Reports In The News Videos Stan Gregor is the CEO of Summit Financial, LLC., in Parsippany, N.J., with over 30 years of experience helping clients achieve their financial goals. Under his leadership, the firm has implemented SummitVantage – an innovative technology solution for financial advisors to grow their businesses and provide value-added services to clients amid an increasingly competitive landscape. What does your firm do/offer within the fintech sector? Summit Financial has invested significant
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Commentary Reports In The News Videos COMMISSION FEES CAN take a large bite out of investment returns when buying and selling individual stocks, funds and other investment products. Traditionally, these fees ranged from $1 to as much as $50. Fortunately, more online brokerages are moving toward a free stock trading model, which is good news for investors. In fact, Robinhood, an investment app, has offered zero-commission trading for years. “Cutting commissions is definitely a step
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Commentary Reports In The News Videos We look back at some of the most significant RIA mergers, acquisitions and breakaways of the last year. Read More at CityWire
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Commentary Reports In The News Videos From changing brackets and penalties to increased estate-tax thresholds, next year will see tax changes for wealthy clients. Several federal scenarios could impact wealthy individuals both positively and negatively, according to Stan Gregor, CEO of Summit Financial in Parsippany, N.J. “The current political landscape and outcome of the 2020 elections will have a lot to do with how these changes play out,” he said. Changes in estate and income
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Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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