SGI_PW @sgi_pw
Joined July 2024-
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September is College Savings Month! Education is one of the biggest investments families make. With the right plan, today’s savings can fuel tomorrow’s opportunities. Let us help you create strategies to balance college savings with other long-term priorities.
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Today we honor the dedication and hard work that keep our families, businesses, and communities moving forward. From all of us at Summit Global, thank you for all you do. Enoy a well-deserved day of rest and celebration. Happy Labor Day! #LaborDay
We are proud to announce our partnership with Equity Services Inc. (ESI). Our shared commitment to growth, innovation, and excellence in both advisor and client support will elevate our capabilities and deepen our impact. hubs.la/Q03DQq8C0 #Investing #AssetManagement
We are proud to announce our partnership with Equity Services Inc. (ESI). Our shared commitment to growth, innovation, and excellence in both advisor and client support will elevate our capabilities and deepen our impact. hubs.la/Q03By1KQ0 #Investing #AssetManagement
The $28M estate tax exemption is set to drop by half in 2026. If your family’s net worth is over $7M per person – or nearing it – start planning now. Smart planning today could save millions tomorrow. tinyurl.com/d55uwavj #EstatePlanning #WealthTransfer #TaxStrategy
Wishing you a safe and happy holiday, from your friends at Summit Global.
Wealth transfer isn’t just about who gets what—it’s about who decides. Brian Wilson’s conservatorship shows what happens without a plan. Protect your legacy before crisis strikes. investmentnews.com/practice-manag…
A mid-year financial review can help you assess your progress and adjust if needed. Any changes in your life, goals, or financial situation-it's a great time to connect with your advisor and make sure your plans still align with your future. #FinancialPlanning #FinancialAdvisor
From enhancing income to #ManagingRisk with surgical precision, #options have become vital in portfolio construction. Read "From Hedge to Edge" - learn how #AssetManagers are using options to drive smarter, more resilient performance. hubs.la/Q03sDbbk0
From oil shocks to Fed talk, read our latest Market Update to learn more about the 4 things we've got an eye on this week. hubs.la/Q03syk-50 #MarketUpdate #Investing #Fed #OilPrices #GeoPolitics
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Investors.com @IBDinvestors
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Forbes @Forbes
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