Investment Management

SECURE Act Signed Into Law: What You Need to Know
Team SummitBudgeting & Debt, Employer Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
On December 20th, President Trump signed into law the SECURE Act, the most comprehensive retirement reform package in a decade with wide-ranging impacts for both individuals and employer-sponsored retirement plans. The most impactful provisions are summarized below: 1. The age in which an individual must begin taking Required Minimum Distributions (RMDs) from retirement accounts has  Read More →
Investing During Volatile Markets
Team SummitEmployee Financial Resource Center, Investment ManagementComments are off for this post
Understanding the stock market’s unpredictable tendencies is a challenge during the best of times. But what happens when price swings grow abnormally large? It is essential for investors to understand how market volatility affects them and their investments. Volatility: Definition and Causes It is in the stock market’s nature to fluctuate sharply during the short  Read More →
What to Do With an Inheritance
Team SummitBudgeting & Debt, Employee Financial Resource Center, Financial Planning, Investment Management, Retirement PlanningComments are off for this post
When a loved one dies, it’s already an emotional time, and receiving an unexpected windfall only complicates things. An inheritance can completely change your lifestyle or at least bolster your financial outlook, but only if you make sound decisions. The most important thing to keep in mind when dealing with an inheritance is to create  Read More →

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