Summit Group

Markets have changed—has your strategy kept up? 📊

Midyear is the perfect time to evaluate what’s working, what’s not, and whether your asset allocation still reflects your goals. Trimming high performers, addressing underperformers, and adjusting for life changes can help keep your plan on track.

👉 See how to strengthen your strategy: https://www.summitgroupms.com/

Is the market price telling the whole story? 💡
Value investing focuses on finding strong companies trading below their true worth—creating opportunity with a built-in margin of safety.
👉 Read the blog to learn how this strategy could shape your approach.

What Is Value Investing? Value investing was defined more than 75 years ago, but it's still a fundamental concept to pursue investment goals.

Stay Updated! 📊 Check out the latest market activity here: https://hubs.la/Q02yH_vk0

Are you still on track to hit your financial goals this year? ⏳

A mid-year review isn’t just a check-in—it’s a chance to reassess your diversification, rebalance after market shifts, and make sure your investments still match your risk tolerance. Even strong-performing assets can create unintended risk if they’ve grown too large in your portfolio.

👉 Take a closer look at your plan: https://www.summitgroupms.com/

Are you making the most of your retirement plan this year? ⏳
A quick midyear check can help you boost contributions, maximize your employer match, and stay on track for your goals.
👉 Read the blog to see how to make the most of your savings.

Midyear Checkup: Can You Contribute More to Your Retirement Plan? This may be a good time to make sure you are on track to meet your annual contribution goal.

Happy 529 Day!
A 529 plan is one of the most powerful ways to save for education—with tax advantages, flexibility, and long‑term growth potential.
👉 Read the full blog to learn how 529 plans work and why they’re a smart tool for education planning.

529 Savings Plans A 529 college savings plan is a type of qualified tuition program (the other type is a prepaid tuition plan) established under Section 529 of the Internal Revenue Code. Savings plans are established by states and typically managed by an experienced financial institution designated by the state.

Stay Updated! 📊 Check out the latest market activity here: https://hubs.la/Q02yH_vk0

Today, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. We are grateful for their courage, their commitment, and the freedoms they preserved!

Active vs. passive investing—there’s no one‑size‑fits‑all answer.
Each approach plays a role, and the right mix can help balance costs, opportunity, and risk.
👉 Read more to understand how combining strategies can support your investment portfolio.

Active vs. Passive Portfolio Management Active and passive portfolio management both have advantages and disadvantages.