Planning your path to prosperity.
Market Recap – October Major Benchmark Returns in October 2024 & Year-To-Date Geopolitical turmoil disturbed the market in October. Iran launched missiles at Israel, causing major stock indexes to briefly fall but swiftly recover, indicating that investors did not expect the conflict to escalate. Assets that tend to do well during crises did just that […]
Market Recap – September Major Benchmark Returns in September 2024 & Year-To-Date Déjà vu? September got off to a rough start as concerns about a slowing economy triggered a sell-off in growth stocks. Then, the Fed’s bigger-than-expected 50-basis point rate cut powered the Dow Jones and S&P 500 into record territory. Investors should pay attention […]
Market Recap – August Major Benchmark Returns in August 2024 August’s market sell-off may have been scary, but the recovery was spectacular. Though the sell-off was sparked by a swift decline in Japanese stocks, investors were also spooked by weak economic data, disappointing corporate earnings, and concerns that the Fed may be too late in […]
Market Recap – July Rotation Major Benchmark Returns in July 2024 Momentum picked up in July as investors rotated from growth and high-flying tech companies into other corners of the market such as small cap, value, and dividend stocks. Both CPI and PCE reports further cleared the path for a September rate cut, which Fed […]
For new graduates entering the workforce full time, it’s important to know who is getting a slice of your paycheck. Knowing this will help you stay within your means and form good budgeting habits. Check out the graph below for a visual representation of where your money goes – from your paycheck to the amount […]
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). […]
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 […]
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 […]
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). […]
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