Market Recap – November Major Benchmark Returns in November 2024, Year-To-Date, & Since Election The election came and went with a resounding victory for Donald Trump and Republican control of the Senate and the House. The following day, the market reacted to the news with its best day in two years. So far, those gains […]
September 2024
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 – October 2023
Click here to download the PDF version of the newsletter. In This Issue: Macroeconomic Overview A recent Bloomberg survey revealed that about two-thirds of investors expect a recession before the 2024 Presidential election. The possibility of a recession looms large over investors. The market and economy are giving mixed signals, clouding analysts’ ability to predict […]
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 […]
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 Contributions to a traditional IRA are tax-deductible, however, when the funds are later withdrawn from the account, the account holder will have to […]
Fantastic Tax-Free Incomes and Where to Find Them
As part of retirement planning and cash-flow analysis, income sources and tax management are key components to a successful plan. While it may be hard to keep taxes low during your working years, retirees can enjoy certain “tax-free” income within the tax code (not loopholes). In this newsletter, we will be looking at some popular […]
