Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
Summit Live: Session 5 Roth Accounts: Do you have one? Should you? Do you have money saved in a Roth? Should you? Mike and Jennifer of Summit Financial Partners discuss Roth IRA’s, 401k’s and conversions. They go over different advantages and disadvantages that you should be considering and other factors to think about when deciding…
Summit Live: Session 4 Diversification: Always Having to Apologize for Something… “Don’t put all your eggs in one basket” – Age old advice that is still important today! When it comes to diversifying your portfolio, is an “index fund” enough? Jennifer and Mike clarify what diversification is and how you can achieve it in your…
Summit Live: Session 3 Has the Stock Market Recovered? Fake News? The Stock Market is a constant headline in the news. But what does it actually mean with when the media tells you the market is down almost 3000 points for the day (like it was on March 16th, 2020)? Or when you hear that…
We are not even two weeks into 2021 and it seems like so much has happened already! As Mike and I sat down to review 2020 and look forward to 2021, we wanted to share with you a little “Year in Review” letter to keep you up to date on everything we at Summit Financial…
Summit Live: Session 2 Effects of Presidential Elections on the Market Investors are tempted to make a connection between who wins the White House and what will happen to stock prices. But does history support that theory? Jennifer Luzzatto, president of Summit Financial Partners, goes through the data to see what trends have emerged. …
Summit Live: Session 1 Financial Planning vs Investing… Do they work together? How important is it for your investments to coincide with your financial plan? Do you even need a financial plan? Jennifer Luzzatto and Mike Sigmon talk about how there isn’t a “one size fits all” answer when it comes to you and your…
Jennifer Luzzatto, CEO of Summit Financial Partners, talks with host Jessica Noll on WTVR’s Virginia This Morning, about financial tips, COVID-19, and hope for the future. WTVR Guest Appearances Check out all of Jennifer’s recent guest appearances on WTVR by searching the station’s website. Republished with permission from WTVR and Scripps Media, Inc. Original…
Jennifer was recently a guest on the Breakfast Leadership podcast. She has some great insights for how families can financially survive COVID-19 and thrive afterward. Check out the podcast links below to listen! Surviving COVID-19 Financial Stress iTunes Spotify Google Play iHeartRadio YouTube
Jennifer Luzzatto, CFP(r), CFA, discusses how the Coronavirus is affecting Summit Financial Partner’s investment philosophy.
Jennifer Luzzatto, president and founder of Summit Financial Partners, talks with host Cheryl Miller on WTVR’s Virginia This Morning about Jennifer’s latest book Inheriting Chaos with Compassion. Inheriting Chaos with Compassion Jennifer’s book Inheriting Chaos with Compassion helps deal with the tangled and overwhelming financial legacy a loved one leaves behind after passing away. It…
