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  • Summit Wealth Strategies
    365 Millennium Dr Ste C Crystal Lake, IL 60012-3747 T: 815.455.5050
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  • Belvidere, IL-8EN01
    175 Cadillac Ct Ste 1 Belvidere, IL 61008-1729
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  • Phelp, WI 8EN02
    884 Fort Eagle Estates Ln Phelps, WI 54554-9318
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Real assets can hedge against inflation – with some caveats
Real assets are unlike stocks and bonds for one reason: Their underlying value is connected to an actual, physical thing.
Markets & Investing
Protect your privacy on social media: How much is too much?
Follow these tips for protecting your privacy on social media.
Technology & Innovation
Read
Read
Whet your appetite for travel again with these experiences
Consider some new, unforgettable ways to explore the world as traveling becomes safer and more accessible.
Family & Lifestyle
10 things your kids don’t want when you downsize
Among the list of least-wanted heirlooms? Fancy dinnerware, dark brown furniture and sewing machines.
Estate & Giving
The real cost of free apps and services
Learn how to protect your personal information when you are using free services.
Technology & Innovation
Watch Video
5 reasons for renewed optimism in the equity market
3/21/2022
Markets have endured a grim winter but there are green shoots of opportunity if you know where to look.
Markets & Investing
Watch Video
Fed raises interest rates for first time since 2018
3/16/2022
Markets focused on the pace of interest rate hikes, as well as GDP and inflation forecasts.
Markets & Investing
View
The Fed and the fuss, demystified [INFOGRAPHIC]
Explore how the Fed keeps the economy on track through monetary policy, and how its moves ultimately ripple outward.
Economy & Policy
Mitigating surtaxes faced by high-income earners
Thoughtful, proactive planning can help high-earning taxpayers reduce their net investment income tax and additional Medicare tax bills.
Tax Planning
Contemplating Your Fixed Income Move?
3/14/2022
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Deep clean your portfolio this spring
Mark your calendar with important market deadlines and closures.
Retirement & Longevity

Are you ready? Let’s uncover the possibility of working together.

  • 365 Millennium Dr Ste C Crystal Lake, IL 60012-3747
  • 815.455.5050
  • Map & Directions
  • Map & Directions
  • 175 Cadillac Ct Ste 1 Belvidere, IL 61008-1729
  • Map & Directions
  • Map & Directions
  • 884 Fort Eagle Estates Ln Phelps, WI 54554-9318
  • Map & Directions
  • Map & Directions

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Summit Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

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