Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
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 maintained for a while remains to be seen. Given the anxiety the markets have created for so many, we wanted…
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 from S&P’s downgrade of US debt is just beginning to unfold. S&P’s move was quite bold, and in my…
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 situation to a troubled economy. While a default or downgrade of US debt would be extremely serious, it does not…
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 the Summit Financial Planning Newsletter, I am pleased to announce that we have…
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 own business would bring. Summit and our clients are never far from my…
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 disadvanages of each, we have made a corporate decision to go with an e-mail only newsletter. In this day and…
