Team

Insights

Pages

Why We Sold Our Apple Stock image

Investing

Why We Sold Our Apple Stock

Selling Apple Stock This week, after 8 years of owning the stock, we sold out of our position in Apple. Our initial investment thesis ......

Author name
Michael Kon, CFA®

Investing

Why We Sold Our Apple Stock
Author name
Michael Kon, CFA®
read more

Financial Planning

Webinar Replay: Aligning Your Dollars with Your Values
Author name
Summitry
read more

Investing

Deferred Annuities, the Mets & Bobby Bonilla
Author name
Adam Govani, CFP®
read more

Financial Planning

Downsizing in California? Consider Prop 60 90 when planning your move
Author name
Summitry
read more

Investing

Understanding the IPO Process and Creating an IPO Investment Strategy
Author name
Aaron Szager, CFP®
read more

Quarterly Commentaries

Investing in an Uncertain Economic Environment
Author name
Kurt Hoefer, CFA®
read more

Investing

Advertiser Boycott – Is it Time to Unfriend Facebook?
Author name
Matthew Gordon, CFA
read more

Investing

When Less is More: Why The Best Investments are Boring
Author name
Adam Govani, CFP®
read more

Financial Planning

Getting to “Work Optional” Webinar
Author name
Summitry
read more

Culture

Summitry Cares Response to George Floyd
Author name
Matthew Gordon, CFA
read more

Culture

The Ingredients to Thrive Together
Author name
Joe Martin
read more

Culture

How Diversity Drives Our Success and Leads Us into the Future
Author name
Tiffany Lessler
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.

Joe Martin, FBS®

Chief Client Experience Officer

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

Accept