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 […]
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
This blogpost was originally published in September of 2016. Relevant information has been updated for 2018. The “relatively” quiet period between Thanksgiving and Christmas is a perfect time to do some last-minute year-end planning, particularly those that have an expiration date of December 31. Income Tax Mitigation By this time of the year, you should have […]
Simple and Smart Year-End Planning Moves
This blogpost was originally published in September of 2016. Relevant information has been updated for 2017. Thanksgiving has come and gone, and the “relatively” quiet period before Christmas is a perfect time to do some last-minute year-end planning, particularly those that have a expiration date of December 31. Income Tax Mitigation By this time of […]
