Resources - Summit Financial Group

Give your Medicare coverage an annual checkup

With annual enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.

10/14/2026

Raymond James Washington Policy Analyst Ed Mills examines the tool kit that is reshaping industries and driving the next wave of economic transformation.

Economy and Policy

Key person insurance protects your business from a difficult loss

Key person insurance can protect revenues and bolster employee retention.

Business Ownership

Tax-saving moves to consider before year end

Proactive investors can benefit from making strategic adjustments that can reduce next year’s tax bill.

Tax Planning

Yields are Soaring – Elevating Investor Opportunities

10/13/2026

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

Markets and Investing

Trade deficit: different strokes

10/9/2026

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

Economy & Policy

S&P 500 bull market: drivers, history and outlook

10/9/2026

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Midterm elections: Potential political shifts and market volatility

10/8/2026

A look at potential political shifts and short-term market volatility drivers as the midterm elections approach.

Markets & Investing

Infographic: Seven cybersecurity tips for everyday protection

Cybercriminals are constantly evolving their tactics, but a few smart habits can go a long way toward protecting your personal information and staying one step ahead.

Technology & Innovation

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