Summit Financial Advisors

09/30/2026

Start building your child's financial future today with these key points to know about Roth IRAs.

Learn about the benefits and requirements of opening a Roth IRA for kids.

09/28/2026

Here are eight mistakes to avoid when.

There are common mistakes you can avoid when saving for retirement.

09/25/2026

Children with special needs may need ongoing help after their parents are gone.

09/23/2026

Considering alternative investments? It’s critical to sort through the complexity.

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

09/18/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

09/16/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

09/14/2026

M0 is the total of all physical currency worldwide. What’s it look like?

09/11/2026

The truth is a little more complicated with these personal finance idioms.

Check out this video to begin separating fact from fiction.

09/09/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2