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Quarterly Newsletter

Summit Perspective Summer 2020 EditionSummer 2020

Inside This Edition …

  • Feature Article: Summit SIP Summary
  • Financial Health To-Do List
  • Summit Spirit Award: Veronica – Children International
  • Shredding Event: Mark Your Calendar!
  • Summit Trivia Challenge

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Summit SIP Summary

As of this writing, the economy and financial news remains fluid. We have continued to see record levels of unemployment and a slowdown in overall economic activity. Gross Domestic Product (GDP) was confirmed down 5% in the first quarter, and that included a normal economy until mid-March. The financial markets continued to be more volatile than usual, though a large portion of the initial losses were recovered in late February into March. Our expectations are that volatility will likely remain as Wall Street sorts out the near-term and longer-term impact of COVID-19. We look forward to the continued dialogue with our clients … and person by person, plan by plan, we will do our best to guide you during the days and months to come.

Here’s what has been happening at Summit since it all began …

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Previous Issues

Spring 2020
Winter 2020
Fall 2019
Summer 2019
Spring 2019
Winter 2019
Fall 2018
Summer 2018
Spring 2018
Winter 2018
Fall 2017
Summer 2017
Spring 2017

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