Summit Financial Solutions

The other weekend our team of advisors headed up to beautiful Flagstaff for a weekend retreat! Between strategy sessions, collaborative workshops, and a few peaceful moments in the pines, they came back inspired, recharged, and ready to better serve our clients. Here’s to fresh ideas, stronger connections, and a great team.

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.

Last week we sent our Administrative Team to Accelerate; a two day workshop for administrative staff here in Scottsdale, AZ! They were able to connect & collaborate with their peers regarding day-to-day operations, technology, client experience, and so much more. We can't wait to see how they incorporate their new knowledge in the office and in servicing our clients!

April's stocks took a hit due to rising inflation and mixed economic news, despite a late-month rally fueled by strong Q1 reports from two mega-cap tech stocks.

Monthly Market Insights | May 2024 Despite a late-month rally, stocks fell in April as investors struggled with a hotter-than-expected inflation report and mixed news about the economy.

Conferences, team building, and a tournament? No Problem!

Congrats to Hamilton High School's Football team for hosting an amazing golf tournament! We had a blast supporting your program and can't wait for next year's event. May the Fourth be with you all! 🏌️‍♂️

No better way to start the weekend than a team outing! We took the afternoon today and headed over to the local climbing gym to hit the ropes. We hope everyone has a great weekend!

Last month our team had the opportunity to attend our annual enterprise conference here in Tempe, AZ! It was a first for a few of our admin and we are excited to see their growth from the knowledge they gained from the seminars and speaking with others in the industry.

A few highlights of the conference:

⭐ An evening at Sun Devil Stadium with ASU Alumni

⭐ Hiked up "A" Mountain at Sunrise

⭐ One of our own winning the Annual Co****le Tournament!

We appreciate the opportunity we were given and look forward to next year!

Happy 20 years to PJ Advisor Group!

Thank you to everyone who came out for our First Annual Shred Day! We shred over 2,000lbs of documents for the community and we are excited to do it again next year!

Today's the day! Swing by our office with your unwanted documents from 12-6pm. We will be having a truck on-site to securely shred your documents. If you have any questions please call our office (480-284-6554). We hope to see you there!

The stock market saw solid gains this quarter, with AI news, soft landing signs, and dovish comments from the Fed fueling investor confidence.

Quarterly Market Insights | Q1 2024 Stocks notched solid gains in the first quarter as enthusiasm about artificial intelligence, signs of a soft landing, and dovish talk from the Fed buoyed investor confidence.

Mark your calendars! Join us on April 26th for our live document shredding event! Say goodbye to Tax Season by bringing your unneeded documents to our office. We can't wait to see you there!

This past week we sent two of our team members, Hannah and JT, to the Cambridge home office. They spent the past few days sharing ideas, working on new technology, and networking with fellow professionals.