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 […]
Seven Ways to Protect Mom (and Dad)
With Mother’s Day just around the corner, now is a great time to review a few ways to help protect Mom (and Dad). See below for seven helpful tips and actions you can take today! NAME TRUSTED CONTACTS If necessary, Summa Global or your custodian (Schwab or Fidelity) may reach out to your trusted contacts […]
Summa Global Quarterly Newsletter – April 2023
Click here to download the PDF version of the newsletter. In This Issue: Back In Balance Recent rate adjustments have breathed new life into the bond market. Although 2022 was a down year for both stocks and bonds, 2023 presents an opportunity for the traditional 60/40 asset allocation to bring added value to your portfolio […]
Summa Global Quarterly Newsletter – January 2023
Click here to download the PDF version of the newsletter. In This Issue: Inflation Mitigation (Part 3) A series on practical ways to protect and fight against inflation. Read our July Newsletter for Part 1: Generate Your Own Power and our October Newsletter for Part 2: Interest Rates and inflation generally rise together. Part 3: […]
Simple and Smart Year-End Planning Moves for 2022
The following information has been updated for 2022 and 2023. It’s never too early! 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 2022
Click here to download the PDF version of the newsletter. In This Issue: Inflation Mitigation (Part 2) A series on practical ways to protect and fight against inflation. Read our July Newsletter for Part 1: Generate Your Own Power. UPDATE to Part 1: Generate Your Own Power – INCREASED TAX INCENTIVES. The Inflation Reduction Act […]
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