While I was doing research for this quarter’s newsletter, an IRS statistic on tax-filing composition caught my eye and prompted me to start over. Indeed, as I went deeper, it became clear to me that the financial industry is ever-changing, because the environment in which it lives never stops evolving. Therefore, financial professionals must learn […]
Summa Global is Turning 10!
Check out how we’ve grown in the past 10 years!
How the Golden State Warriors Can Make You a Better Investor
The Golden State Warriors stormed to their second NBA championship in the past three seasons, topping the league in both offense and defense. The Warriors’ accomplishments in recent years have been remarkable, and it seems likely that we will be witnessing an era of continued dominance by this incredible team. What I have found most […]
2016: Year in Review
2016 was certainly full of drama. We began the year with a volatile start to the stock market and concluded it with a post-election, year-end rally. We saw one of the most contentious elections in the U.S. We said goodbye to some well-known entertainers. Internationally, the British voted to leave the European Union and that […]
