Investment Management

Rebalancing Your Portfolio
Team SummitEmployee Financial Resource Center, Investment ManagementComments are off for this post
As a participant in the company’s retirement plan, you are committed to saving for your future. Whether you are retiring in a few weeks or a few decades, you may need to protect your investment. A healthy way to do this is to rebalance your portfolio. What is rebalancing? Rebalancing is readjusting your portfolio back  Read More →
Cryptocurrency 101
Team SummitEmployee Financial Resource Center, Investment ManagementComments are off for this post
CryptoCurrencies, Blockchain, Hash Generator, BTC, Ethereum….   **Due to the complexity and speculative nature of this product, it is currently not available through Summit Group of Virginia or our Broker Dealer. This information is provided for educational purposes and should not be construed as investment advice. Information is gathered from sources believed to be reliable;  Read More →
Long-Term Investment Returns: Time to Reset Expectations
Team SummitEmployee Financial Resource Center, Employer Resource Center, Investment Management, Plan InvestmentsComments are off for this post
We are now in the eighth year of an equity bull market, making this the second-longest upswing in American history.¹ Additionally, the bond market has been in a secular bull market since 1982 as rates on the 10-year treasury fell steadily from above 14 percent to below 2 percent last year.² The recent strong returns  Read More →

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