Closing 2023 with gratitude and gearing up for a promising 2024 🌟. Celebrating milestones and welcoming new team members at #SummitInvestmentAdvisors.
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Feeling economic whiplash? 📉📈 You're not alone. Despite strong job growth and consumer spending, there's a disconnect between the positive data and the cautious
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Could your heirs inherit more than just your assets? New IRS rules on irrevocable trusts could leave them with hefty tax bills. Discover what's changed and what
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Big question: how are the economy and market doing? With the year more than half over and markets on a spree, it's an important question to consider. Inflation
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What is the debt ceiling and why is it in the headlines (again)? What would happen if Washington doesn’t reach a resolution? Bottom line: A debt default could
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What led to the selloff, and could we see another serious correction? Markets have pullbacks all the time. We expected volatility, and we're prepared.
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Bank Failures, Recessions & Market Whiplash: Navigating the Financial Storm⛈️ - Discover how recent bank collapses have shaken the financial world, and what
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Want to make smarter financial decisions and plan for a secure retirement? Learn how to apply the concept of "thinking fast and slow" from Nobel laureate Daniel
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With the SECURE Act 2.0, there’s A LOT to unpack in the new laws. Many new rules, including changes to catch-up contributions and 529 plans, will roll out in
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With markets caught in a volatile pattern of selloffs and rallies, we thought we’d do a quick round-up of what we know (very little) and don’t (a whole lot).
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Have questions about the recent student loan forgiveness announcement? We’ve got (some) answers.
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The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare.
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