Newsletters

Bond King’s Messy Exit

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Bond King’s Messy Exit Financial advisors and the investment community were shocked this past Friday when Bill Gross, sometimes referred to as “the bond king” resigned from Pimco, a firm he founded in 1971 that …

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Don’t Fear the Correction

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Don’t Fear the CorrectionAt of the end of June, the Standard & Poors 500 index has completed 32 full months without a correction of 10% or more.  We are living in a remarkably long bull …

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Fiscal Cliff?

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The subject of The Fiscal Cliff has been inescapable since the day after the Presidential Election. The media is feeding the emotion of fear and fueling the jitters in the stock market. To be sure, …

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Jobs Perspective

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Although the markets have recovered significantly in June, we are still experiencing a fair amount of turbulence. The recent jobs report was pretty tough on the market. The following article points out that the jobs …

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The Great May Swoon

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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 have endured over the …

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The Last Greek Headline??

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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 market …

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Q&A About Our Market Confusion

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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 will be …

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Seven Headlines to Beat the Gloom

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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 …

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Sovereign Debt and the Equity Investor

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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 debt …

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Fixing Social Security

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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 …

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

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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 …

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

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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 advantages and …

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