12 11, 2018

Just Say Yes

2018-11-12T12:15:45+00:00By |Categories: Retirement Coaching|

From the desk of Lori Aufderhar, Summit's Director of Operations/Retirement Coach: Creating a “Yes List” of foods you can have, including menus, can make the holidays less stressful, or should I say, less regretful. Use your “Yes List” at restaurants, even if you need to become a menu bender. Asking the right questions about how [...]

12 11, 2018

Market Update: Midterm Takeaways

2018-11-12T11:56:18+00:00By |Categories: Economy, Market Update|

Daily Insights Strong Q3 earnings season nearly in the books.With 90% of S&P 500 Index companies having reported, S&P 500 Index earnings growth is tracking to an impressive 27.9% year-over-year increase, the highest growth rate since the fourth quarter of 2010 and 6 percentage points above expectations as of quarter end. Beat rates of 77% and 60% [...]

12 11, 2018

Is Gridlock Good for the Markets?

2018-11-12T11:48:26+00:00By |Categories: Economy|

This question is being asked a lot following last week’s midterm election results, in which the Republicans held onto the Senate and the Democrats claimed control of the House. In one sense, these results may not matter for U.S. stocks. As shown in LPL’s Chart of the Day, stocks historically have performed well after midterm [...]

5 11, 2018

Market Update: Darkest Before Dawn

2018-11-05T12:25:25+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. On the latest episode of the LPL Market Signals Podcast, listen to LPL Financial Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick review the S&P 500 Index’s worst month so far this year, European economic concerns, U.S./China trade issues, and Federal Reserve (Fed) policy. Market Signals by LPL Financial is now available on [...]

5 11, 2018

Flex Time In Retirement

2018-11-05T12:16:27+00:00By |Categories: Retirement Coaching|

From the desk of Lori Aufderhar, Summit's Director of Operations/Retirement Coach: We can get it in our heads that things need to be done a certain way or happen in a particular sequence.  When that doesn’t happen, we can get upset. As we age, we can get more easily upset than we did when we [...]

2 11, 2018

Medtronic Big Idea

2018-11-07T09:05:13+00:00By |Categories: MedTech|

The CRISPR Revolution Med-Tech’s breakthrough of the century and what it means for YOU Bring a guest to be entered into our drawing for a $50 gift card to Moe’s! Please join us to learn about CRISPR genome-editing technology and AI Deep Learning. The innovations and discoveries taking the scientific community [...]

29 10, 2018

Market Update: Another Tough Week For Stocks

2018-10-29T12:08:35+00:00By |Categories: Economy, Market Update|

Daily Insights Earnings results better than headlines suggest.With nearly half of the S&P 500 Index constituents having reported third quarter results, the numbers have been excellent overall. According to Thomson Reuters, 78% of companies have exceeded consensus earnings estimates, putting the index on track for a 25.2% year-over-year increase in earnings, 3.6% above estimates as of September 30. [...]

29 10, 2018

Quit Feeding The Monster

2018-10-29T12:18:22+00:00By |Categories: Retirement Coaching|

From the desk of Lori Aufderhar, Summit's Director of Operations/Retirement Coach: Quit feeding the monsters of: Fear Resentment Negativity All of the above monsters must be fed to keep them alive.  Ways we feed the monsters: Replaying a situation over and over again in your head Telling others about it. Each person you tell feeds [...]

29 10, 2018

The Return of Volatility

2018-10-29T10:14:59+00:00By |Categories: Nathan Krampe, Probability of Success, Wealth Enhancement|

This year is more "normal." As I have been discussing this year, we've been expecting a meaningful pickup in volatility, particularly after the unusually benign conditions that characterized last year. Remember 2017 was actually an abnormal year for how little volatility we had. This year, however, has not disappointed for volatility as [...]

26 10, 2018

Five Key Risks of Retirement 4:30pm

2018-10-29T12:49:29+00:00By |Categories: Uncategorized|

5 Key Risks of Retirement Do YOU have a plan? Please join us to learn how to reduce the 5 key risks of retirement. We will walk through the process of creating a retirement probability of success plan that fits your goals and values. Learn about ways to answer these questions with confidence: -Will [...]

25 10, 2018

Five Key Risks of Retirement 2:00pm

2018-10-29T12:40:17+00:00By |Categories: Uncategorized|

5 Key Risks of Retirement Do YOU have a plan? Please join us to learn how to reduce the 5 key risks of retirement. We will walk through the process of creating a retirement probability of success plan that fits your goals and values. Learn about ways to answer these questions with confidence: -Will [...]

22 10, 2018

Market Update: Earnings Seasons Off To A Good Start

2018-10-22T12:29:39+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. On the latest episode of the LPL Market Signals Podcast, listen to LPL Financial Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick discuss signs for strong third-quarter earnings and a potential year-end rally following the stock drop. Earnings season off to a good start. Third quarter earnings season is rolling [...]

22 10, 2018

Fear not the monster in the closet

2018-10-29T12:18:39+00:00By |Categories: Retirement Coaching|

From the desk of Lori Aufderhar, Summit's Director of Operations/Retirement Coach: I know you're afraid, very afraid, yet it's time to be brave. What's your monster in the closet? Money issues you're avoiding? Just keep the door closed and it will go away. If I don't see it, it's not an issue. Spending in a delusional [...]

15 10, 2018

Combating Professional Criminals, the Super Rich Way

2018-10-15T12:28:02+00:00By |Categories: Advanced Planning, Nathan Krampe, Wealth Enhancement|

Combating Professional Criminals, the Super Rich Way As your wealth grows, so can the risks you face from criminals intent on separating you from your possessions—or something worse. Here’s a look at the ways many of the wealthiest families create plans for thwarting would-be criminals and protecting what’s rightfully theirs. To view this flipbook, click [...]

15 10, 2018

It’s Lonely At The Top

2018-10-15T11:55:09+00:00By |Categories: Retirement Coaching|

From the desk of Lori Aufderhar, Summit's Director of Operations/Retirement Coach: I’ve met with many executives who are now retiring. They’ve worked so hard to make it to the top only to realize it’s lonely. They’ve not maintained friendships, and once retired are suddenly feeling the lack of good relationships in their life and feel [...]

15 10, 2018

Market Update: Retail sales lower but still healthy

2018-10-15T11:26:32+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. In the latest episode of the Market Signals Podcast, listen to Equity Strategist & Portfolio Manager Jeff Buchbinder and Chief Investment Strategist John Lynch discuss Fed Chair Jerome Powell’s speech at the annual meeting of the National Association for Business Economics, as well as some of the factors pointing to continued strength [...]

8 10, 2018

Market Update: Good News About Midterm Elections

2018-10-08T11:52:46+00:00By |Categories: Economy, Market Update|

Daily Insights LPL Market Signals Podcast. Listen to the latest Market Signals podcast, in which Chief Investment Strategist John Lynch and Senior Market Strategist Ryan Detrick discuss the potential effects of midterm elections, recent rate hikes, and other events on investors and the economy. Market Signals by LPL Financial is now available on iTunes, Google Play and [...]

8 10, 2018

Think Spa Time

2018-10-08T12:26:39+00:00By |Categories: Retirement Coaching|

From the desk of Lori Aufderhar, Summit's Director of Operations/Retirement Coach: When going to the dentist, just relax in the chair and think about being at a spa and enjoy your “spa time” - remember this is self-care. Think of when you have your teeth cleaned how good it feels, just like having a facial, [...]