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Summit Financial Advisors

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

Gary Schmidt
July 1, 2014
Financial Basics

Financial Basics: Wills

Gary Schmidt
July 1, 2014
Financial Basics
Financial Basics: Wills

Have you looked at your will recently?  Do you have a will in place, or is this one of those future “to do” tasks?

There is an insightful article in the June 20th edition of The New York Times titled “When a Will Divides an Estate, and Also Divides a Family”. Paul Sullivan, the writer, goes on to...

Tagged: financia basics, wills, estate planning

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Gary Schmidt
May 20, 2014

Turbulent, Unpredictable Stock Markets: What Should I Do?

Gary Schmidt
May 20, 2014

You are not alone if this question has crossed your mind in the past month or two. After a spectacular year for US stock markets in 2013 and a five year period where the Dow Industrial Index has doubled and the S&P 500 Index is up 120%, many investors are left with an uneasy feeling.

Tagged: markets, unpredictable, investing, falling markets

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Gary Schmidt
March 28, 2014

Ukraine's Effect on the Markets

Gary Schmidt
March 28, 2014

Recently we at Summit Financial Advisors have heard from a number of our clients wondering about how the current events in Ukraine may affect their investments. So we thought it best to communicate to you in the event you too are wondering.

Tagged: ukraine, markets, political, investing

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Summit Financial Advisors, 10900 Wayzata Blvd, Suite 830, Minnetonka, MN, 55305, United States(651) 583-7290info@summitadvisorsmn.com

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