Click here to download the PDF version of the newsletter. In This Issue: Macroeconomic Overview A recent Bloomberg survey revealed that about two-thirds of investors expect a recession before the 2024 Presidential election. The possibility of a recession looms large over investors. The market and economy are giving mixed signals, clouding analysts’ ability to predict […]
Summa Global Quarterly Newsletter – July 2023
Click here to download the PDF version of the newsletter. In This Issue: The Fed’s Balancing Act The Federal Reserve is grappling with conflicting economic signals as its next announcement approaches. Most experts anticipate that the Fed will raise rates on July 26, but the economic data tells a more complicated story. While certain indicators […]
Seven Ways to Protect Mom (and Dad)
With Mother’s Day just around the corner, now is a great time to review a few ways to help protect Mom (and Dad). See below for seven helpful tips and actions you can take today! NAME TRUSTED CONTACTS If necessary, Summa Global or your custodian (Schwab or Fidelity) may reach out to your trusted contacts […]
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 […]
Why You Should Seriously Consider Roth Conversions
What are Roth Conversions? And why use them? Before digging into the answers to those questions, lets take a quick look at the difference between a traditional IRA and a Roth IRA. Contributions to a traditional IRA are tax-deductible, however, when the funds are later withdrawn from the account, the account holder will have to […]