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News

Barron’s Top 100 Independent Financial Advisors for 2022

We are thrilled to be named one of  Barron’s Top 100 Independent Financial Advisors for 2022! Thank you to our entire Summitry team for ......

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Summitry

News

Barron’s Top 100 Independent Financial Advisors for 2022
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Summitry
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Financial Planning

5 Actions to Take in a Bear Market
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Adam Govani, CFP®
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Quarterly Commentaries

Recession Fears and Forward-Looking Markets
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Kurt Hoefer, CFA® Michael Kon, CFA
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Investing

The Reality of Realty
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Summitry
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Culture

Mandy Pham Recognized as Top Advisor in FA Magazine
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Summitry
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Financial Planning

Fighting Inflation Isn’t About Sacrifice
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Adam Govani, CFP®
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Investing

6 Reasons for $6 Gasoline
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Adam Govani, CFP®
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Financial Planning

Seeing the Big Picture
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Summitry
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Financial Planning

­­5 Areas to Focus On to Achieve Your Financial Goals
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Aaron Szager, CFP®
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Investing

Perspective on Meta’s (formerly Facebook) Stock Dive
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Colin Higgins
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Financial Planning

5 Headlines to Ignore
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Adam Govani, CFP®
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Quarterly Commentaries

Risky Behavior Yields Mixed Results in 2021
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Kurt Hoefer, CFA®
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Joe Martin, FBS®

Chief Client Experience Officer

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