Women: Wired to Invest

Women: Wired to Invest

On December 6th, 2018, Summit View Wealth Management hosted an event “Women: Wired to Invest” at the Carnegie Museum of Art. This premise of the event was catered towards a common request received from some of our female clients who would like to...

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Year-End Bond Swaps

Year-End Bond Swaps

You may see some significant tax benefits by making these moves.  Provided by Brad Tiche   The end of 2018 presents bond investors with opportunities. This is a prime time to consider bond swaps (or tax swaps as they are sometimes called)...

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The IRA and the 401(k)

The IRA and the 401(k)

Comparing their features, merits, and demerits.  Provided by Brad Tiche   How do you save for retirement? Two options probably come to mind right away: the IRA and the 401(k). Both offer you relatively easy ways to build a retirement fund. Here...

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Preparing to Retire Single

Preparing to Retire Single

Unmarrieds need to approach retirement planning pragmatically. Provided by Brad Tiche                         In an ideal world, it would be simple to prepare for a solo retirement. You would just save half as much as a couple saves, buy half as...

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Bluegrass and Barbeque

Bluegrass and Barbeque

Bluegrass and Barbeque On May 19th we hosted our sixth annual Client Appreciation Celebration and Referral event, Bluegrass and Barbeque. Thanks to all who joined us at North Park on a beautiful, (mostly) sunny day to enjoy a spicy bowl of chili...

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