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Summit Financial Advisors

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Learn from our experienced advisors on a range of financial topics. Get insight on the latest market trends.

Matt Scherer
August 12, 2019

Street View: The Dog Days of Summer Have Arrived

Matt Scherer
August 12, 2019
Street View: The Dog Days of Summer Have Arrived

In the latest Street View video, John Lynch, LPL chief investment strategist, discusses recent market volatility and the trade war with China. Check out 2 minute video below:

Matt Scherer
August 7, 2019

Income Investing? Think Dividends

Matt Scherer
August 7, 2019
Income Investing? Think Dividends

It used to be, investors seeking steady income turned exclusively to bonds, whose regular interest payments provided a dependable income source, especially for retirees. But times have changed.

Matt Scherer
August 2, 2019

Thoughts on the Fed Rate Cut

Matt Scherer
August 2, 2019

The Federal Reserve (Fed) announced a 25-basis point (0.25%) rate reduction July 31. As shown in the LPL Chart of the Day, The Federal Reserve’s First Rate Cut in 10 Years, the rate cut was the first since the 2008 Financial Crisis.

Matt Scherer
July 29, 2019

Lowering Your Tax Bill with an HSA -- Today and in Retirement

Matt Scherer
July 29, 2019
Lowering Your Tax Bill with an HSA -- Today and in Retirement

For years, Americans have been schooled on the benefits of saving: for retirement, for a child's higher education, and even for a rainy day. It's time to add another item to that list: health care. As health insurance premiums, deductibles, and co-pays rise, the need to set aside funds specifically for medical costs has become a reality for a growing number of people.

Gary Schmidt
February 13, 2015

Be Patient, This Wintery Market Will Give Way to Spring

Gary Schmidt
February 13, 2015
Be Patient, This Wintery Market Will Give Way to Spring

The past weeks have seen significant volatility in the U.S. stock markets which can cause uncertainty among investors. In fact, Yahoo Finance states in the first six weeks of 2015 the S&P 500 has experienced three loss/gain cycles of between 2.5% and 3%.
 

Tagged: markets, investing, investments

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Gary Schmidt
December 9, 2014

The Impact of Lower Oil Prices for Investors

Gary Schmidt
December 9, 2014
The Impact of Lower Oil Prices for Investors

In general, the significant decline in recent months of both crude oil and gasoline prices will benefit American households and the American economy. However, lower prices will not be beneficial to everyone.

Tagged: oil, markets, investing, GDP

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