Team

Insights

Pages

Blog image alt

Wealth Management

Maintaining Discipline in a Period of Market Calm

Quarterly Commentary – July 1, 2024 We’d describe the first six months of 2024 as a period of relative stability in the markets, but …

Author name
Kurt Hoefer, CFA®  Michael Kon, CFA®

Financial Planning

Preserving Wealth and Values: Strategies for Multi-Generational Success
Author name
Ken Vander Kooi
read more

Financial Planning

Unlocking Wealth: Using Charitable Remainder Trusts for Diversification
Author name
Mandy Pham, CFP®, CFA®, EA
read more

Wealth Management

Understanding Roth IRA Limits and Conversion Strategies
Author name
Ken Vander Kooi
read more

Wealth Management

Maximizing Wealth: Insights on Concentrated Stock Position Strategies (with Nvidia Analysis)
Author name
Colin Higgins Alex Katz Jason Yu, CFA®
read more

Quarterly Commentaries

Investment Markets and the Human Psyche
Author name
Kurt Hoefer, CFA® Michael Kon, CFA®
read more

News

Summitry Turns Twenty: Reflecting on Two Decades of Reaching New Heights Together
Author name
Summitry
read more

Wealth Management

Summitry Celebrates 20th Anniversary
Author name
Summitry
read more

Wealth Management

Beyond Black Friday: Navigating the True Spirit of Giving Tuesday
Author name
Alex Leitzes Tom Guinane
read more

Financial Planning

The Secret to a Successful Retirement
Author name
Joe Martin
read more

Wealth Management

FA Magazine America’s Top RIAs 2023
Author name
Summitry
read more

Tax Planning

Unlocking Tax Advantages: Exploring 83(i) Elections
Author name
Charles Angle
read more

Wealth Management

Navigating Financial Uncertainty in the Bay Area
Author name
Colin Higgins
read more

pages:

Let's talk

Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.

Alex Katz

President

This website stores cookies on your computer to improve your experience and provide customized services to you. Read our cookie policy.

Accept