Summit Pointe Advisors

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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.
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.
Five Tips to Follow When Applying for a Mortgage

Historically low interest rates have driven record homebuying. This article provides some ideas to consider when applying for a mortgage.
Four Things Investors Should Know About Stock Splits

If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.

Credit Card Debt

How Long Will It Take to Pay my Balance?
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.