We are happy to be accepting new clients and would love to work with you! If you or somebody close to you are interested in a complimentary consultation, please take a moment to follow this link so you can get an idea of what it would be like to work together. Feel free to send us an email so we can get started on your future today.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Stock market losses can lead to emotional investing decisions. But we are here to help you navigate all market conditions. If you’re concerned, let’s talk about the options you have to stay on track toward your goals.
MONEY.USNEWS.COM
How to Recover After Loss in the Stock Market
Your retirement globe-trotting may be grounded, but your adventures don’t have to be. Explore the world as a virtual sightseer.
KIPLINGER.COM
Retirees, See the World Without Leaving Home | Kiplinger
Staying focused amidst uncertainty can help you reach your future financial goals.
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
We hope you can enjoy the colors of fall!
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Working toward your long-term financial goals starts with making the next right move.
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
It is with gratitude that we acknowledge Ed's service to our country!
Keep an eye on the future with financial advice, focused on you.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Working toward your long-term financial goals starts with making the next right move.
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
How will you give back this holiday season?
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
We hope you have a Happy, Healthy Holiday and a wonderful New Year!
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Get the personalized advice you need to envision and build a confident financial future.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
I am proud to announce that I have been recognized as a Forbes Best-in-State Wealth Advisor for 2021, but really this is an award for the entire SHWP family.
After winning several awards it is tempting to take for granted the feeling I had when we were first recognized and all the hard work it took us took to get there.
Most importantly, all of the trust that our clients have put into our team to manage their family’s financial future.
If this past year has taught us anything, it is that tomorrow is not guaranteed so I am happy to take this moment to recognize everyone affiliated with Summit House Wealth Partners – clients, staff, friends, and family – who helped us achieve this recognition.
- Steve
Together, we can work to envision your ideal financial future – and build it.
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Spring has sprung! What are you hoping to accomplish this season?
