News
10 Year-End Tax Tips for 2019
10 Year-End Tax Tips for 2019 Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set... Read More
Community Corner: Holiday Donation Opportunity
Formed just after the terrorist attacks on 9/11, the Danville Chapter of Blue Star Moms of America serves as a support group for mothers with children serving our country.... Read More
Medicare Open Enrollment Begins October 15: Are You Ready?
What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which Medicare beneficiaries can make new choices and pick plans that work... Read More
IRS Announces 2019 Standard Mileage Rates
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
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
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
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
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
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
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
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
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
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!
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
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
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!
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
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
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
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
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
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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