Claiming Social Security April-18 (10:30am) Workshop
I have had a lot of questions about what is Elite Wealth Management and Why It Matters?
Beat the Winter Blues (Go walking with us at Rosedale Mall) It's not Disney... But join us for a healthy walk with your fellow Summiteers and lunch afterwards at the new Revolution Hall food court at the Rosedale Mall. Three reasons to Come Walking is great for your health Walk with friends Complimentary lunch [...]
https://www.youtube.com/watch?v=3XF-ycnF4EA If you would like a copy of the whitepaper, please email email@example.com
Claiming Social Security April-18 (4:30pm) Workshop
From the desk of Lori Aufderhar, Summit's Director of Operations/Retirement Coach: I recently opened a fortune cookie, and the message said, “Only put off until tomorrow what you are willing to die having left undone.” Well, that really struck me. What have I been putting off? What’s on my to-do list that I don’t get [...]
https://www.youtube.com/watch?v=6NtQfdiEPQQ OUTLOOK 2019 EXECUTIVE SUMMARY After nearly 10 years of witnessing the U.S. economy and stock market recover and thrive, many investors are starting to wonder if we’ve seen all this expansion and bull market have to offer. Despite the market weakness we saw at the end of 2018, at LPL Research we [...]
From the desk of Lori Aufderhar, Summit's Director of Operations/Retirement Coach: Self-care – during the holidays? That’s the last thing on most of our minds as we run our errands, attend concerts, plays, coffee dates, happy hours, and dinners out with friends and families. Think about making the holiday special for yourself by pressing pause [...]
Daily Insights LPL 2019 Outlook is Here! After nearly 10 years of witnessing the U.S. economy and stock market recover-and thrive-investors are starting to wonder if we’ve seen all this expansion and bull market have to offer. At LPL Research, we believe there’s more room to run, and don’t expect an impending recession or bear market [...]
Daily Insights Retesting October-November lows. The S&P 500 Index fell 4.6% last week, its worst week since March, leaving the index in line with the lows of the latest correction. Losses were driven primarily by three issues: the risk that U.S.-China trade talks fall apart (see below), concerns about a Fed policy mistake, and sharply lower oil prices [...]
From the desk of Lori Aufderhar, Summit's Director of Operations/Retirement Coach: Not just for history buffs, here’s a history lesson gift idea this Christmas: A woman I know recently shared that she’s giving the gift of her personal history to her children. She wants them to know who she is and her history before they [...]
Daily Insights Risk-on back on after clarity on Fed policy, trade.After a speech from Federal Reserve (Fed) chair Jerome Powell last Wednesday provided relief for investors that policy would not be as tight as feared in the coming year, global equities momentum is continuing after the U.S. agreed to postpone a planned increase in tariffs on $200 [...]
From the desk of Lori Aufderhar, Summit's Director of Operations/Retirement Coach: Don’t wait until the last minute. I’m not talking about holiday shopping. In our industry I sometimes see people waiting until the last minute to meet a deadline. Especially the end of the year deadlines or tax season deadlines. Staff will give best efforts [...]
https://www.youtube.com/watch?v=j-stuyZ4ynM What If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some of that money to children and grandchildren—without creating big problems that could harm their futures and destroy family harmony.
From the desk of Lori Aufderhar, Summit's Director of Operations/Retirement Coach: Are you a retiree who says, “I have nothing to do and all day to do it”? I’ve heard this many times from retirees. When I hear this, it’s often said when they don’t mind waiting, whether at the doctor’s office or in line [...]