Summit Financial Advisors

08/12/2026

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

Here's a breakdown of how the federal government spends your tax money.

08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

08/10/2026

How many credit cards do you have?

08/07/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

08/05/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

08/03/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

07/31/2026

Have you considered everything when it comes to your retirement? Perhaps not. Check out our fascinating new infographic on retirement issues.

This attention-grabbing infographic covers retirement topics you may not have considered.

07/29/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

07/27/2026

Retirement may change your perception of investment risk.

07/24/2026

Ever wonder about those free credit scores you get once a year?