2 01, 2019

Putting It Off

2019-01-02T12:44:19+00:00By |Categories: Retirement Coaching|

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 [...]

2 01, 2019

2019 Outlook

2019-01-03T14:44:20+00:00By |Categories: Economy, Market Update, Nathan Krampe|

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 [...]

17 12, 2018

A Little Pampering

2018-12-17T11:45:44+00:00By |Categories: Retirement Coaching|

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 [...]

17 12, 2018

Market Update: 2019 Outlook Is Here

2018-12-17T11:39:19+00:00By |Categories: Economy, Market Update|

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 [...]

10 12, 2018

Market Update: Brexit Vote Put On Ice

2018-12-10T11:41:38+00:00By |Categories: Economy, Market Update|

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 [...]

10 12, 2018

Time for a history lesson

2018-12-10T11:31:34+00:00By |Categories: Retirement Coaching|

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 [...]

3 12, 2018

Market Update: Oil Catching A Bid Early

2018-12-03T11:42:08+00:00By |Categories: Uncategorized|

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 [...]

3 12, 2018

Last Minute

2018-12-03T11:37:49+00:00By |Categories: Retirement Coaching|

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 [...]

26 11, 2018

Nothing To Do And All Day To Do It

2018-11-26T12:12:55+00:00By |Categories: Retirement Coaching|

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 [...]

26 11, 2018

Market Update: Corporate America Produced Outstanding Earnings Season

2018-11-26T11:52:45+00:00By |Categories: Economy, Market Update|

Daily Insights Corporate America produced another outstanding earnings season. We expected another quarter of strong earnings growth, and corporate America delivered even more than we anticipated. Revenue and earnings upside compared with expectations was particularly impressive, making prior assertions of an earnings growth peak premature. We have also been impressed by the resilience of companies’ outlooks [...]

19 11, 2018

The Best Gift of All

2018-11-19T12:33:01+00:00By |Categories: Retirement Coaching|

From the desk of Lori Aufderhar, Summit's Director of Operations/Retirement Coach: As we approach Black Friday, what most of us want for Christmas isn’t something wrapped up under the tree. Yet we get up early and hit the malls to find that perfect present. What do you really want this Christmas?   Is it a pretty [...]

19 11, 2018

Market Update: Earnings season winds down

2018-11-19T12:25:37+00:00By |Categories: Economy, Market Update|

Daily Insights Outstanding earnings season winds down. With 92% of S&P 500 Index companies having reported, third-quarter earnings growth is tracking to an impressive 28.1% year-over-year increase, the highest since Q4 2010 and 6.5 percentage points higher than September 30 expectations. Despite tariffs, S&P 500 earnings estimates for the next 12 months have only been reduced by 1.1% [...]