Nathan Fikse- Northwestern Mutual

12/20/2023

Whether you're navigating Colorado's 2023 Retirement Plan Mandate, interested in tax benefits, or focused on attracting top-tier talent, we're here to provide guidance and support every step of the way. Explore the benefits of qualified and non-qualified retirement plans in Harvey's newest article, "How to Attract and Retain Employees with Qualified Retirement Plans.”

Read more: https://www.bizjournals.com/bizjournals/news/2023/12/19/how-to-attract-and-retain-employees-with-qualified-retirement-plans.html

11/08/2023

You have invested your heart and soul into growing your business, but have you considered what comes next? In 's newest Denver Business Journal article, he shares the importance of an exit plan and strategies to consider alongside your unique goals as a business owner.

Read more: https://www.bizjournals.com/bizjournals/news/2023/11/03/planning-your-exit-the-key-to-a-smooth-business-transition.html

11/02/2023

The market hasn’t looked this good in a while! We hope your own Halloween was brimming with just as much laughter, fun, and silliness.

10/25/2023

A Buy-Sell Agreement can protect your business, family, and partners. In Benjamin Harvey's latest article for the Denver Business Journal, learn how a buy-sell agreement can ensure a smooth transition of ownership, handle unexpected events, and help maintain the stability of your company. Read the full article here: https://www.bizjournals.com/bizjournals/news/2023/09/01/preserving-your-legacy-the-importance-of-a-buy-sell-agreement.html.

09/27/2023

What will bring you happiness? Wealth, fame, that big promotion? Findings from the Harvard Study of Adult Development say the key to your happiness isn’t in any of those places. Here’s where you’ll want to look instead: https://www.northwesternmutual.com/life-and-money/the-good-life-a-qa-with-dr-robert-waldinger/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-family_field&utm_term=qa-robert-waldinger-graphic&agentid=012700

08/24/2023

Dive into the stages of the business lifecycle with Benjamin Harvey's insightful article featured in the Denver Business Journal. Gain valuable insights on seizing opportunities and overcoming challenges in each phase and discover how understanding your business's position in the cycle can enhance your strategic decision-making. Read the full here: https://www.bizjournals.com/bizjournals/news/2023/07/11/maximizing-opportunities-with-the-business-life-cycle-2.html

08/23/2023

We're excited to share that our very own Mike Wechter is now Partner at Summation Wealth Group! Throughout his years with our firm, Mike has consistently demonstrated dedication, expertise, and passion for helping his clients achieve their financial goals. We couldn't be prouder to have him as a part of our team. Please join us in celebrating Mike!

08/03/2023

The people on the Summation Wealth Group team are some of the best! Their hard work has led to Forbes recognizing founder, Benjamin Harvey, as one of the country’s top 100 financial security professionals.

Without the support of our amazing clients, this would not have been possible. Thank you!

07/12/2023

Last month, Summation Wealth Group's Benjamin Harvey and Lauren Theken had the opportunity to share their insights on the "Evolution of our Experience with Lending" at Northwestern Mutual's Wealth Management Symposium. Benjamin and Lauren discussed their experiences with the constantly evolving lending landscape, sharing valuable lessons they've learned and the exciting changes they've witnessed. Shoutout to Benjamin and Lauren for giving back to their wealth management community!

The Wealth Management Symposium also offered the opportunity to connect with colleagues around the country, including from , a leading wealth management firm in Illinois. Thanks, , for making the conference even more impactful.

06/07/2023

Our Chief Investment Officer, Brent Schutte, joined "Bloomberg Markets: The Close" last week to discuss the outlook for a recession, the debt ceiling, the regional banking crisis, and investing strategy. Listen to his take at 1:26:15:

Romaine Bostick & Scarlet Fu bring you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street and tackles the latest on the debt ceiling, JPMorgan Investor Day and top takeaways from the G-7. Guests Today: Sameer Samana of Wells Farg...

05/25/2023

Today is National Wine Day...and for Michaela...Rosé in May month! Rosé is still quite misunderstood, so let us debunk a few myths. #1: Pink Wine does not mean Sweet Wine. #2. Rosé is not dumbed down red wine. #3: Rosé is awesome year-round and is incredibly food friendly!

05/23/2023

If you’re a doctor or dentist, you’ve likely heard about the need for disability insurance. But how much disability insurance do you really need? Let’s walk through your options today.

Disability insurance is an important part of any financial plan. It’s particularly important for anyone in the medical field. But how much disability insurance do doctors need?