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    2633 Camino Ramon Suite 200 San Ramon, CA 94583 T: 925.866.7800
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The Iran conflict’s impact on oil prices
3/3/2026
The evolving conflict in Iran could disrupt oil supply, pushing prices higher in the near term.
Economy & Policy
Roth conversions still shine after tax law changes
Preserve family wealth by managing taxes.
Estate & Giving
Read
Read
Reducing portfolio risk
3/2/2026
Keith Parrish discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
February review: Markets navigate AI-driven volatility
3/2/2026
The mostly flat surface of the S&P 500 belied turbulence underneath, with AI‑driven disruption fears contributing to the volatility.
Markets & Investing
The new tariffs are illegal, but for a different reason
2/27/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Examining AI-fueled volatility
2/27/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Read
Supreme Court tariff ruling: What does it mean for the economy and markets?
2/26/2026
While there could be near-term market volatility, the long-term outlook for tariff policy is largely unchanged.
Economy & Policy
Watch Video
Examining the mismatch between consumer sentiment and economic growth
2/24/2026
Raymond James Chief Economist Eugenio J. Alemán evaluates the January 2026 employment report and consumer sentiment.
Economy & Policy
Addressing the ‘state’ of the midterms, economy and markets
2/20/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
A short note on the US Supreme Court’s decision on tariffs
2/20/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Navigating asset allocation
2/17/2026
Keith Parrish discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
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Summit Financial GroupSummit Financial Group
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  • 2633 Camino Ramon Suite 200 San Ramon, CA 94583
  • T: 925.866.7800
  • Map & Directions
  • Map & Directions

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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Summit Financial Group, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Summit Financial Group, LLC is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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