Quarterly Newsletter



Winter 2018

Inside This Edition …

  • Feature Article: 2017 – A Most Interesting Year
  • KUDOS! Kimberlee: Ability Now Bay Area
  • Summit U: Retirement Workshops and More!
  • Staff Spotlight: Our 2018 Team Resolutions
  • The Summit Symposium Lineup is Here!
  • Community Corner: Summit is Going Green
  • Save the Date: Golf Tournament 2018

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2017 – A Most Interesting Year 

As year-end statements start to arrive in your mailbox, you will notice that 2017 was a banner year for the equity markets and for those who participated in them. Both International and Domestic markets advanced steadily throughout the year, ending with gains over 20% on their associated benchmarks. For the first time in recent memory, all economic regions of the globe were growing (albeit at different rates). Throughout the last decade, there have been headwinds in some area of the world, whether it was Asia, Europe, or Emerging Markets. This year, the wind was at our collective backs and almost all market segments were positive. The worldwide economic growth is a positive sign and likely an underappreciated one. With millions of people looking to join the middle class in the next generation …

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 Previous Issues

Fall 2017
Summer 2017
Spring 2017
Winter 2017
Fall 2016
Summer 2016
Spring 2016
Winter 2016
Fall 2015
Summer 2015
Spring 2015
Winter 2015
Fall 2014
Summer 2014
Spring 2014