Resources - Summit Financial Group

After S&P 500 surge, five factors that could influence markets

4/17/2026

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Why do consumers feel worse in a strong economy?

4/17/2026

Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.

Economy & Policy

Ensure peace of mind with an heir preparation packet

Help your loved ones navigate a difficult time with a comprehensive guide when it’s needed most.

Estate & Giving

Rule change affects high earners making catch-up contributions

Workers who exceed a certain wage threshold must make retirement plan catch-up contributions to an after-tax Roth account.

Retirement & Longevity

Asset-based long-term care solutions: A more flexible option

As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.

Retirement & Longevity

Webinar replay: State of Play: Discipline Over Emotion

4/13/2026

Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.

Markets & Investing

Reading the yield curve

4/13/2026

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets and Investing

Navigating the economy, geopolitics and asset classes in the months ahead

4/10/2026

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Inflation rears its ugly face, again

4/10/2026

Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.

Economy & Policy

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