Market Watch

July 29, 2010 @ 11:36 AM

Nasdaq Composite 2,240.94- 23.62
S&P 500 1,098.17- 7.96
Russell 2000 644.13- 6.63
10 Year Treasury Note 2.99- 0.05
OSX Oil Service Sector Index 180+ 0.30

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Summit Financial Partners has merged with The Planning Associates to form Summit Wealth Strategies, LLC

Welcome to our new web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Newsletters

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

Shelter Your Retirement Lifestyle

An umbrella liability insurance policy takes effect in the event that the limits of your primary insurance policies are exhausted.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

More Newsletters →

Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

More Calculators →
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