Americans are feeling the pain of inflation – at the pump, at the grocery store, and across the board. One investment, however, is actually made more attractive by the current inflationary environment. What Are I Bonds? Series I savings bonds, also known as “I bonds” are backed by the U.S. government and pay both a […]
Summa Global Quarterly Newsletter – April 2022
Click here to download the PDF version of the newsletter. In This Issue: Inflation Impact Americans are alarmed by inflation. The inflation that was first deemed “transitory” is here to stay, and consumers are feeling its effect on their pocketbook. Inflation is stubbornly high for goods and services. Some sectors have been disproportionately impacted. Used […]
Wealth Redefined
With the new year comes a clean slate, a fresh set of resolutions, AND a new tagline for Summa Global – wealth redefined. What is wealth? Merriam-Webster dictionary defines wealth as “abundance of valuable material possessions or resources.”1 Wealth redefined. Wealth means something different to everyone. It is not limited to possessions, but extends to […]
Summa Global Quarterly Newsletter – January 2022
Click here to download the PDF version of the newsletter. In This Issue: Investment Insights In 2021, the market showed strength, driven by a rebound in business and consumer spending. With the rebound came a spike in inflation created by persistent pandemic-induced supply chain problems, outsized demand, and rising wages. 2022 will be a challenging […]
Simple and Smart Year-End Planning Moves for 2021
The following information has been updated for 2021 and 2022. Before the busy holiday season is in full swing, 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 […]
Why You Should Seriously Consider Roth Conversions
What are Roth Conversions? And why use them? Before digging into the answers to those questions, lets take a quick look at the difference between a traditional IRA and a Roth IRA. Contributions to a traditional IRA are tax-deductible, however, when the funds are later withdrawn from the account, the account holder will have to […]
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