Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
This brochure features 10 principles that can help investors effectively target long-term wealth in the capital markets. Themes include the power of markets, growth of wealth, drivers of returns, global diversification, and investor discipline. Disclosures The information in this material is intended for the recipient’s background information and use only. It is provided in good…
A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan. This video was produced by Dimensional Fund Advisors. It was not created, written, or produced by Summit Financial Partners. Disclosures The information in this material is intended for the recipient’s background…
We have had a few conversations with clients lately about what is happening in the US and the world from both an economic and geopolitical perspective. There is a lot happening in fairly rapid succession, some of which are causing the equity markets to become more volatile. While everyone likes volatility on the upside, no…
Tariff Tensions About a week ago, we attended an insightful webcast presented by Dimensional, featuring renowned trade policy expert Douglas A. Irwin, the John French Professor of Economics at Dartmouth College. Professor Irwin discussed the historical impact of tariffs, their potential effects on the economy and markets, and their relevance in today’s global landscape, providing…
Tax Time is Coming! Figuring out exactly what the IRS wants each year can be a daunting task, but we have you covered! CLICK HERE to go through an interactive guide or click the image below to download the printable PDF to determining what documents you need to collect before filing your 2024 tax return. Navigating Taxes…
Happy New Year from Summit Financial Partners! Happy New Year to all our valued clients and friends! As we welcome 2025, it’s a great time to reflect and plan for the year ahead. To help you get started, we wanted to share a checklist titled “What Issues Should I Consider at the Start of the Year?” This…
We asked our clients to vote for their top charities, and the votes are in! With a final tally of 187 votes, we have a winner! Congratulations to Samaritan’s Purse – Hurricane Helene Relief for taking the top spot, claiming over 25% of the votes. All 5 charities will be receiving a donation from Summit today, for…
Is your child spreading their wings and heading off to college? As exciting as this milestone is, it also brings new financial considerations for parents, such as: • Reviewing your estate planning documents and beneficiary designations • Evaluating changes to your cash flow and budget as your child becomes independent • Considering the tax implications…
Join Jennifer and Mike in this enlightening discussion as they dismantle five prevalent myths about investing. From the misconception that investing is only for the wealthy to the belief that high risk always leads to high returns, Jennifer and Mike provide valuable insights and practical advice for both beginners and seasoned investors. Learn why it’s…
We asked our clients to vote for their top charities, and the votes are in! With a final tally of 164 votes, we have a THREE-WAY TIE for first place! Congratulations to Camp Kesem, Feed More, and LifeCampUSA for taking the top spots, receiving $1006 each. All 6 charities will be receiving a donation from Summit, for…
