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 in the right direction in terms
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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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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 taxes will have a particular impact.
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November 22, 2019

October 2019 Investment Report

Summit Financial Comments are off
Download PDF Report Investors were on edge exiting the third quarter as the wall of worry continued mounting. The United States’ trade negotiations with China were going nowhere, global bond yields were falling, and economic data was highlighting slower growth around the world. Fast forward one month and perception has turned more favorable. Trade negotiations advanced, the Brexit deadline was extended avoiding a hard exit for the time being, and select economic data was less
The $3.3 billion RIA has made three key hires to bolster SummitVantage, a new platform offering advisors access to a number of integrated technologies. Summit Financial has made three senior hires to help build out its advisor technology portal and make it available to advisors across the country. The Parsippany, N.J.-based RIA’s SummitVantage is a turnkey, single sign-on portal through which independent advisors can access Salesforce for client relationship management (CRM), eMoney Advisor for financial
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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 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at (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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