8 Step Summer Financial Checkup
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
Sophisticated financial advice for sophisticated individuals
Teaching Children Financial Literacy
Setting your child up for a strong financial future is a process that can begin at an early age. Try these tips to start educating your son or daughter about how to make smart money decisions and create lifelong saving habits.
Kiplinger: Laid Off With a Severance Package? Here’s How to Make a Plan
Gathering all the relevant information and staying organized is key, as is getting your financial team involved. Here are five financial planning tips to help.
Summit Financial 2023 Capital Market Assumptions
Our CIO breaks down his investment market assumptions for 2023 and beyond.
Stock Options: A Guide to Understanding the Complexities of Equity Compensation
Equity compensation can be a complex subject. Here's what you need to know about the value, risks and tax implications that go along with equity compensation.
Got company stock? Consider Direct Indexing
Executives can use direct indexing to diversify away from low basis company stock while minimizing the tax impact.
