As we reflect on the recent election results and the emerging policy agenda of the incoming Trump administration, tariffs have become a focal point of concern for investors. What do President-elect Trump’s proposed tariff policies mean for the markets and the broader economy? In this edition, we explore the potential implications of these policies across various market sectors, provide historical context, and assess the potential social and economic consequences.
The continuous rise in home prices has become a critical issue for prospective buyers and the broader economy. Many factors have contributed to the drastic increase in home prices throughout recent years. Using historical data and expert opinions we will analyze the current market, identify the factors contributing to price increases, and analyze the impact of AI on the market.
Written by Interns:
Henry Blake
Dylan Epinger
In a world shaped by fluctuating currencies, evolving economic landscapes, and unforeseen global events, international investment strategies and asset allocation can become challenging endeavors. It is evident that an understanding of diverse market dynamics is essential for informed decision-making. International markets offer a world of untapped potential, where opportunities prosper for astute investors seeking to diversify and thrive in an ever-changing global landscape. Are you prepared to take advantage of this worldwide market shift?
In recent years, our clients have repeatedly raised the question of what to do with the remaining funds in a 529 plan after college. You may be surprised to find yourself with surplus funds in your 529 plan when your child completes college. Unexpected scholarships, attendance at a U.S. military academy, or unexpected gifts or inheritances can lead to this situation. But what happens to those unused 529 funds?
Since the COVID-19 pandemic’s onset in March of 2020, our economy, capital markets, human psychology, health care concerns, educational approach, work habits and myriad other aspects of the world’s wealth, economic, and societal engine have been challenged in ways nobody could have ever predicted. Conventional wisdom has been challenged on every level around the world and now we find ourselves entering a new calendar year with many unknowns.
Succession planning is crucial for both businesses and families to ensure long-term success. Wealth management should extend beyond financial aspects to include preparing heirs and passing down family values. At The Summa Group, we recognize the growing interest among our clients in expanding the succession planning process to foster individual happiness and family cohesiveness.
The increasing cost of tuition, a change in demand among prospective students, and a lack of work readiness among college graduates have led many parents to question the validity of traditional educational institutions.
For the past several decades, The Summa Group has been working with business owners, attorneys, CPAs, investment bankers and other highly qualified fiduciaries in the field of middle market mergers and acquisitions. The many transaction successes and failures we’ve witnessed over this time have made us a believer that independent professionals must collaborate effectively in order to deliver superior outcomes to clients.
Artificial Intelligence is impacting every industry and every aspect of our lives. This article dives into how AI is impacting the financial services community and the PRO’s and CON’s longer term.
Artificial Intelligence is impacting every industry and every aspect of our lives. This article dives into how AI is impacting the financial services community and the PRO’s and CON’s longer term.
What is the most important asset on your “Balance Sheet?” We would argue it’s your health. This article discusses the “how’s and why’s” the current health care system is broken and how families with resources can gain access to a private medical experience that transcends the norm.
What is the most important asset on your “Balance Sheet?” We would argue it’s your health. This article discusses the “how’s and why’s” the current health care system is broken and how families with resources can gain access to a private medical experience that transcends the norm.
The Virtual Family Office might be the most cost effective, efficient and powerful way for a family to approach the management of their financial lives. In this article, we share insights learned over 30 years how a family might build out a team of battle tested independent tax, legal and financial advisors who share the common goal of providing their clients with a conflict free and cost efficient solution to their every growing complex lives.
The Virtual Family Office might be the most cost effective, efficient and powerful way for a family to approach the management of their financial lives. In this article, we share insights learned over 30 years how a family might build out a team of battle tested independent tax, legal and financial advisors who share the common goal of providing their clients with a conflict free and cost efficient solution to their every growing complex lives.
