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  • Summit Wealth Strategies
    8195 Pyott Rd. Lake in the Hills, IL 60156
    Map and Directions Map and Directions
  • Phelp, WI 8EN02
    884 Fort Eagle Estates Ln Phelps, WI 54554
    Map and Directions Map and Directions
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Key takeaways from second quarter earnings season so far
8/7/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
The strategic side of debt

Why debt reduction should support – not define – your wealth strategy

Markets & Investing
Read
Read
Could private equity strengthen your retirement plan?

New legislation has expanded access to alternative investments in retirement accounts. Here’s what you should know.

Retirement & Longevity
July review: Markets navigate US-Iran tensions, sector rotation and policy uncertainty
8/3/2026
July was an eventful month with US-Iran tensions, rising energy prices and changing expectations for rate cuts.
Markets & Investing
Higher yields: Put money to work
8/3/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Markets contend with uncertainty, but fundamentals remain the key driver
7/31/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
View
Infographic: 6 principles for informed investing
If you’re just stepping into the often complex world of investing, here’s some time-tested wisdom to help steady your path.
Markets & Investing
Read
Extension swaps: Locking in income for longer
7/27/2026
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
How today's AI rally differs from the dot-com bubble
7/27/2026
Raymond James Chief Investment Officer Larry Adam shares three key differences between the dot-com bubble of the late '90s and today's market backdrop.
Markets & Investing
Strong fundamentals mask rising geopolitical risk
7/24/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Active ETFs surge forward
An investment “wrapper” long affiliated with index funds is showing what else it can do.
Markets & Investing

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Summit Wealth Strategies LogoSummit Wealth Strategies Logo
  • 8195 Pyott Rd. Lake in the Hills, IL 60156
  • Map & Directions
  • Map & Directions
  • 884 Fort Eagle Estates Ln Phelps, WI 54554
  • Map & Directions
  • Map & Directions

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