News

IRS Announces 2019 Standard Mileage Rates

December 21, 2018 | Category: Articles

The IRS has announced the 2019 optional standard mileage rates for computing the deductible costs of operating a passenger automobile for business, charitable, medical, or moving expense purposes. Effective... Read More

The Yield Curve: Why We Care

December 6, 2018 | Category: Articles

  The Yield Curve The yield curve is all over the financial news this week, but many people don’t know what it is, or why we care about it.... Read More

America the Innovative

July 2, 2018 | Category: Articles

By Nathan Bennett Happy Birthday, USA!  I’m an unapologetic fan of the 4th of July. I think America is the best country on earth (despite our efforts to mess... Read More

Summit Announces Golf Tournament Charity

March 27, 2018 | Category: Articles

It’s official! Plans are being made for our 16th Annual Charity Golf Tournament. The first order of business was choosing our charity.  We began our search knowing that whichever... Read More

Summit Advisor Makes Winning Look Easy

February 16, 2018 | Category: Articles

Vanessa Savage, CFP, Director, at Summit Financial Group, has been named one of three “Women Who are Winning*” by The Torch magazine, a Securian publication. The December article profiled... Read More

Summit Tax Reform Town Hall

December 22, 2017 | Category: Articles

Tax Reform Town Hall with Summit Financial Group Tax Reform – What Does It Mean? On Friday, December 22, 2017 Summit Partner Nathan Bennett and Senior Director Jay Gilson... Read More

Summit Gives the Gift of Christmas to Fire Victims

December 20, 2017 | Category: Articles

Happy Holidays from Summit Financial Group! The past year has been most fascinating. On one hand, a robust economy and growing stock market have resulted in good things for... Read More

An Open Letter To Our Clients: The Equifax Breach and You

September 11, 2017 | Category: Articles

  Dear Valued Client, As you have likely heard, Equifax – one of the major credit companies in the US – had their security breached, and more than 140... Read More

Summit Foundation Donates to Help Hurricane Victims

August 30, 2017 | Category: Articles

Some of you may remember the announcement of our newly formed Summit Foundation back in December of last year. Yesterday our foundation, moved by the stories unfolding in Houston... Read More

Summit Advisor Among Graduates of Leadership San Ramon Valley Class of 2017

June 2, 2017 | Category: Articles Community

Congratulations to Jeneen Slack, who joined the ranks of Summit advisors to successfully complete the fantastic program offered through Leadership San Ramon Valley. Among those in attendance at the... Read More

Summit Places 4th at Junior Achievement’s Social Innovation Camp!

May 27, 2017 | Category: Articles

Summit’s Laura O’Brien and Michael Lahl had the opportunity to be mentors at this year’s Junior Achievement Social Innovation Camp again. Since 2012, This Northern California initiative of Junior... Read More

March Madness

April 11, 2017 | Category: Articles

Our very own Rachael Kepke takes the title of Bracket Queen Supreme! As this year’s March Madness winner she has the honor of choosing a charity which Summit will... Read More

2017 Symposium Wrap Up

March 20, 2017 | Category: Articles

Our 5th annual Summit Symposium was everything it promised to be and then some! Over 300 clients and friends joined us at The Palm Event Center in Pleasanton on... Read More

Summit Places 4th at Junior Achievement’s Social Innovation Camp!

July 26, 2016 | Category: Articles

Summit’s Laura O’Brien and Michael Lahl had the opportunity to be mentors at this year’s Junior Achievement Social Innovation Camp again. Since 2012, This Northern California initiative of Junior... Read More

Virtual Town Hall on Current Market Volatility – 8/24

August 24, 2015 | Category: Articles

Summit Financial Group Partner, Nathan Bennett held a Virtual Town Hall Meeting on current market conditions followed by time for questions and answers on Monday, August 24th. If you... Read More

Six Month Market Overview

July 20, 2015 | Category: Articles

Is it possible that 2015 is half gone already? It seems we toasted the New Year mere moments ago; now we have time warped directly to summer vacation. When... Read More

8 Pitfalls to Avoid with Succession of a Family Run Business

April 9, 2015 | Category: Articles

A staggering 90 percent of American businesses are family owned or controlled. These range in size from two-person partnerships to Fortune 500 firms and together they generate about half... Read More

The Future of Retirement Income Planning

January 9, 2015 | Category: Articles

As we reflect on the conversations with clients in the last year, one question emerges as the most common among our retiring clients. Where am I going to generate... Read More

The Potential Pitfalls of DIY Estate Planning

October 1, 2014 | Category: Articles

Americans, by and large, are do-it-yourselfers. Books, websites, software programs, and even giant box stores exist solely to help ambitious Americans tackle all kinds of everyday challenges, from fixing... Read More

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