Summit Pointe Advisors

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A Steady Strategy

Discover how dollar-cost averaging may help alleviate some market concerns by making regular investments regardless of market movements.
Corporate Debt: Are Juicier Yields Worth the Extra Risk?

This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.
Your Business: Reasons to Keep Personal and Business Finances Separate

Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
Portfolios Get Personal: Growing Interest in Socially Responsible Investing

This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Lease Payment

How much would your monthly lease payment be?
Working While Collecting Social Security Benefits

What will my net Social Security benefit be?