2018 Market Update
Russell Rogers delivers the 2018 Outlook for the market.
60% of Retired Minnesotans Don't Have This!
If you are part of the 60% of retired Minnesotans who don't have a basic estate plan, this workshop will help. You owe it to yourself to not waste the opportunity to better the lives of those you care about. Sign up Now at https://summitinvest.com/events/
Taxes In Retirement - January 2018
Scott Caskey, CFP discusses starting points of investing.
Nate’s Success Nation
How Much Money in Retirement is Enough?
How much should you have?
Qualified Charitable Distributions
Nathan Krampe, CFP talks about if you are over the age of 70 ½, and are taking RMDs, you may qualify for these distributions to be made tax-free as long as they are directed to a qualified 501(c)(3) organization
Advice to Every Retiree Struggling with Stock Market Losses
Nathan Krampe, CFP talks about the opportunities you have to take a second look at your mindset in dealing with losses. summitinvest.com email@example.com
Is your Advisor worth 3,363,840,000?
Nathan Krampe, CFP explains the number 3,363,840 and gives two simple action items to improve your Wealth Plan summitinvest.com firstname.lastname@example.org
What does Baseball, The Oscars, and the Nobel Prize have to do with your Wealth Management?
Nathan Krampe, CFP answers that age old question: What does The Baseball Hall of Fame, The Oscars, and the Nobel Prize have to do with your Wealth Management? summitinvest.com email@example.com
Please note neither LPL Financial nor any of its representatives render tax advice. This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax advisor.
Investing involves risk including potential loss of principal. Past performance is no guarantee of future results.
The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.
The opinions voiced in this material are for general information only and are not intended to provide or be construed as providing specific investment advice or recommendations for any individual security.
All indexes are unmanaged and cannot be invested into directly.
Economic forecasts set forth may not develop as predicted, and there can be no guarantee that strategies promoted will be successful. Investing involves risk including potential loss of principal.
Investing in a specific sector involves additional risk and will be subject to greater volatility than investing more broadly.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. If sold prior to maturity, capital gains tax could apply.