Summit Financial

Advisors are always looking to be in #growth mode, but achieving sustained growth can be a challenge--unless you have the right partners. Our CEO Stan Gregor spoke to @usnews. money.usnews.com/financial-advi…

Proud to announce our partnership with @SeedsInvestor! As #ESG demand continues to rise, advisors need leading-edge solutions to deliver what matters most to clients. businesswire.com/news/home/2020…

While #unemployment filing rose for the second week in a row, the #housing market remains one of the bright spots in the economy. Check out the latest #SummitSnapshot summitfinancial.com/summit-snapsho…

As July comes to a close, the clock is ticking on the current stimulus bill. This week's #SummitSnapshot: summitfinancial.com/summit-snapsho…

Market fears persist as coronavirus cases continue to rise in the U.S. Our CEO Stan Gregor talked to @Reuters: reuters.com/article/usa-st…

Our own Brandon Smith connected with @FAmagazine's Jeff Stimpson on the slippery slope of missing a tax return. fa-mag.com/news/what-to-t…

New #COVID hotspots are worrisome as companies in the US consider pushing back reopening plans. Check out the latest #SummitSnapshot. summitfinancial.com/summit-snapsho…

Retail sales skyrocketed. States continue to see an uptick in #COVID cases. Jobs numbers still look bleak. Altogether, economic and market outlooks appear as blurry as ever. #SummitSnapshot summitfinancial.com/summit-snapsho…

Summit CEO Stan Gregor chatted with @Reuters re: where markets might be headed: reuters.com/article/usa-st…

Fresh reopening concerns and a worrisome comment from the #Fed contributed to the largest daily equity market decline since March. The latest #SummitSnaphot: summitfinancial.com/summit-snapsho…

As #COVID-19 has kept many in lock-down and unable to travel, some taxpayers may face the latest form of #IRS scrutiny: residency status audits. Our Director of Planning, Brandon Smith, spoke with Financial Advisor Magazine: fa-mag.com/news/clients-c…

May marked the first month of earlier-than-expected economic reopening; a hopeful sign the worst could be in the past. summitfinancial.com/may-2020-inves…

From defying #economic predictions with employers adding 2.5 million jobs, to peaceful protests in the name of justice and equality, this week marked a moment of hopeful progress. #SummitSnapshot: bit.ly/2MJgUBJ

While #economic trends are not necessarily skyrocketing like @SpaceX did late last week, markets found optimism as the gradual re-opening of the economy continues. #SummitSnapshot. bit.ly/3ePYvzj

The world moves fast. Our Summit Snapshot series helps to slow it down, following trends with quick-hitting analysis. This week we watch as the world attempts to realign amid COVID-19. #SummitSnapshot bit.ly/2AaXX8f

Please listen to our partner Tim Bello and his discussion with Mindy Diamond diamond-consultants.com/the-evolution-…

Nice to be back in the saddle. Here's a look at how Ed Friedman, Summit Financial and Merchant are teaming up to make a run at more RIAs they can add to their growing roster. Big question: does crisis help or hinder their case? bit.ly/2AzS7gB

Proud to have such a great team pushing us forward in delivering what advisors really need to thrive. Thanks for the recognition, @RIABiz.

Excited to announce our recent hire of Ed Friedman to spearhead business development and growth. Check out Ed's background and what's he bringing to our continued growth of #SummitVantage. Via @IanWenik at @Citywire: citywireusa.com/registered-inv…

Advisor #tech is only useful when it's well integrated and actually aligns with advisor needs. Our CEO answered three #fintech questions with @FAmagazine: bit.ly/2uIPbLK