Click here to download the PDF version of the newsletter. In This Issue: Job Market Report: Partly Cloudy, Partly Sunny Several companies announced significant layoffs in the opening months of 2024. UPS and Citi received considerable attention as they announced job cuts of 12,000 and 20,000, respectively. Other companies, such as Snap, Wayfair, and PayPal, […]
Summa Global Quarterly Newsletter – January 2024
Click here to download the PDF version of the newsletter. In This Issue: Bulls and Bears Welcome to the new year! Wall Street has released their 2024 S&P 500 targets, found on the chart below. In retrospect, 2023 S&P targets ranged from 3,400 (BNP) on the low end to 4,500 (Deutsche Bank) on the high […]
Simple and Smart Year-End Planning Moves for 2023
The following information has been updated for 2023 and 2024. Here we go again! Now is a great time to do some year-end planning, especially for items that have an expiration date of December 31. There are several simple and smart actions you can take between now and the end of the year (and beyond). […]
Summa Global Quarterly Newsletter – October 2023
Click here to download the PDF version of the newsletter. In This Issue: Macroeconomic Overview A recent Bloomberg survey revealed that about two-thirds of investors expect a recession before the 2024 Presidential election. The possibility of a recession looms large over investors. The market and economy are giving mixed signals, clouding analysts’ ability to predict […]
Summa Global Quarterly Newsletter – July 2023
Click here to download the PDF version of the newsletter. In This Issue: The Fed’s Balancing Act The Federal Reserve is grappling with conflicting economic signals as its next announcement approaches. Most experts anticipate that the Fed will raise rates on July 26, but the economic data tells a more complicated story. While certain indicators […]
11 Ways to Report Fraud
Table not displaying well? Click here to download a PDF version. Table displays best on a desktop computer. My Complaint Is About… Contact How? a financial product or service. Consumer Financial Protection Bureau online form (855) 411-2372 a National Bank or Federal Savings Association. Office of the Comptroller of the Currency online form (800) 613-6743 […]
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