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Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia

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Newsletters

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The Great May Swoon

Negative equity markets are becoming quite tiresome. At times, it is hard to believe that the long term prospects for any investment is positive, especially with the extreme market moves investors …

The Great May SwoonRead More

The Last Greek Headline??

After about a year of news about Greece playing havoc on our investment portfolios, especially the international portion, it looks like the news from Greece will finally calm down. The biggest fear in …

The Last Greek Headline??Read More

Q&A About Our Market Confusion

There was a bright side to the increased volatility the markets have experienced over the last ten days or so. Yesterday the volatility moved the market up! Whether this reversal in market direction …

Q&A About Our Market ConfusionRead More

Seven Headlines to Beat the Gloom

Given the turmoil in the markets, we feel it prudent to stay in more frequent contact with you. So, please bear with us as we send another newsletter on the heels of Friday's newsletter. The fallout …

Seven Headlines to Beat the GloomRead More

Sovereign Debt and the Equity Investor

I have been hearing some talk lately about people taking their portfolios out of all investments and buying money markets with the proceeds. It is easy to make the tie between a troublesome government …

Sovereign Debt and the Equity InvestorRead More

Fixing Social Security

I hope that you are having a great summer. It is amazing how fast the time goes. It feels like school just let out and now when I go into stores, I am seeing back to school signs! In this issue of …

Fixing Social SecurityRead More

So, You Want to Start Your Own Business???

For so many of us, owning our own small business has been a lifelong dream. I know it was for me. Although I have always loved to work and to learn, I had no idea what a passion for work owning my …

So, You Want to Start Your Own Business???Read More

“Fee-Only” versus “Fee-Based”…Is there a Difference?

We have received feedback from many of our clients that they would prefer to receive the Summit Financial Planning newsletter via e-mail as opposed to a print copy. After much discussion about the …

“Fee-Only” versus “Fee-Based”…Is there a Difference?Read More

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Summit Financial Partners
5231 Hickory Park Drive, Suite A, Glen Allen, VA 23059

Fee-Only Investment Advisory and Financial Planning Firm
Serving the Greater Richmond, VA Region since 1999

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