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Everyone Is Talking About Bitcoin

January 9, 2018 by summitviewwealth 0

But when will the cryptocurrency bubble burst? Provided by Brad Tiche   Investors are excited about bitcoin – perhaps too excited. Their fervor is easy to understand. On December 18, bitcoin closed at $17,566. Back on September 22, bitcoin was...

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How the Tax Reforms Will Take Effect

January 2, 2018 by summitviewwealth 0

Some of the impacts of the Tax Cuts & Jobs Act will be felt later than January 1  Provided by Brad Tiche   President Donald Trump signed the Tax Cuts & Jobs Act into law on December 22, and on January 1, some key details of the Internal...

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Comprehensive Financial Planning: What It Is, Why It Matters

December 28, 2017 by summitviewwealth 0

Your approach to building wealth should be built around your goals & values. Provided by Brad Tiche   Just what is comprehensive financial planning? As you invest and save for retirement, you may hear or read about it – but what does that...

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Fear Must Not Inhibit a Financial Strategy

December 19, 2017 by summitviewwealth 0

Too often, it persuades investors to make questionable moves Provided by Brad Tiche   Fear affects investors in two distinct ways. Every so often, a bulletin, headline, or sustained economic or market trend will scare them and make them question...

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Talking to Your Heirs About Your Estate Plan

December 8, 2017 by summitviewwealth 0

They should not be left ill-informed or unaware Provided by Brad Tiche   Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create...

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Should We Reconsider What “Retirement” Means?

December 6, 2017 by summitviewwealth 0

The notion that we separate from work in our sixties may have to go Provided by Brad Tiche   An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A...

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Year-End Charitable Gifting

December 1, 2017 by summitviewwealth 0

What should you keep in mind as you donate? Provided by Brad Tiche   Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring...

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Your 2018 Financial To-Do List

November 16, 2017 by summitviewwealth 0

Things you can do for your future as the year unfolds Provided by Brad Tiche                         What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or...

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End-of-the-Year Money Moves

November 16, 2017 by summitviewwealth 0

Here are some things you might want to do before saying goodbye to 2017 Provided by Brad Tiche   What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes...

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Examining the 2018 Social Security COLA

November 14, 2017 by summitviewwealth 0

It will help retirees out, but it will not help them get ahead. Provided by Brad Tiche   Seniors got a little good news this fall. Next year, monthly Social Security income payments to retirees will increase by 2.0%. That will mean an extra...

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Summit View Wealth Management
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Pittsburgh, PA 15219
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© 2011-2020 Summit View Wealth Management, LLC – all rights reserved. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA / SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor to residents of AZ, FL, IL, LA, MD, MI, NC, NJ, NY, OH, PA, SC, TX, and VA. Summit View Wealth Management, LLC and Cambridge are not affiliated. Cambridge does not provide tax or legal advice.
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