Click here to download the PDF version of the newsletter. In This Issue: Inflation Mitigation (Part 2) A series on practical ways to protect and fight against inflation. Read our July Newsletter for Part 1: Generate Your Own Power. UPDATE to Part 1: Generate Your Own Power – INCREASED TAX INCENTIVES. The Inflation Reduction Act […]
Summa Global Quarterly Newsletter – July 2022
Click here to download the PDF version of the newsletter. In This Issue: Inflation Mitigation (Part 1) In June 2022, inflation surged 9.1% year-over-year, the highest rate in more than 40 years.1 As spending power erodes, Americans are scrambling for ways to hedge against inflation. In the coming newsletters, we’ll suggest ways to protect and […]
Summa Global Quarterly Newsletter – April 2022
Click here to download the PDF version of the newsletter. In This Issue: Inflation Impact Americans are alarmed by inflation. The inflation that was first deemed “transitory” is here to stay, and consumers are feeling its effect on their pocketbook. Inflation is stubbornly high for goods and services. Some sectors have been disproportionately impacted. Used […]
Summa Global Quarterly Newsletter – January 2022
Click here to download the PDF version of the newsletter. In This Issue: Investment Insights In 2021, the market showed strength, driven by a rebound in business and consumer spending. With the rebound came a spike in inflation created by persistent pandemic-induced supply chain problems, outsized demand, and rising wages. 2022 will be a challenging […]
In Search of Utopia: U.S. Firms Hit the Road
In the last decade and particularly over the last 18 months, many businesses have uprooted and transplanted themselves within the United States. Florida and Texas are two of the most popular corporate headquarter destinations. Recently, well-known companies including HP, Oracle, Schwab, and Tesla have made the move. What are the reasons for these moves? What […]
What Are Roth Conversions? And How to Go About Doing Them
In recent months, news that early PayPal investor Peter Thiel’s Roth IRA was worth $5 billion caught the attention of people everywhere, particularly those on Capitol Hill. Many have reacted with outrage, because the original Roth account of $2,000 grew to $5 billion and that account will never be taxed. To my knowledge, Mr. Thiel’s […]
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