(813) 637-6343
  • Schedule an Appointment
  • Client Portal
Financial Planning Tampa Bay
  • Our Team
  • Client Experience
  • Our Services
  • Articles|Media
Select Page

How deep is the rot in America’s banking industry?

by | Mar 25, 2023 | Uncategorized

Recent events raise profound questions about America’s banking system.

The One Thing You Need To Know To Understand Any Banking Crisis

by | Mar 24, 2023 | Uncategorized

Distinguishing between bank liquidity and bank capital is crucial for understanding bank crises, as well as for determining which financial commentators to trust.

How to Give Feedback Without Hurting Anyone’s Feelings

by | Mar 23, 2023 | Uncategorized

How can you give feedback during troubling times without hurting morale? Here are some tips.

Top 10 Costly Mistakes In Estate Planning

by | Mar 21, 2023 | Uncategorized

During the estate administration process, it is easy to see where the decedent veered off course. Often the fix was inexpensive and could have saved their heirs lots of money in legal fees.

Why the implosion of Silicon Valley Bank is actually a good thing for stocks

by | Mar 19, 2023 | Uncategorized

The implosions of Silicon Valley Bank, Silvergate Capital, and Signature Bank in recent days might make for scary headlines. But they could actually be bullish developments for stock investors. That’s because the Federal Reserve may be forced to slow the pace of...

The takeaway for investors from the SVB crisis? Get ready for deflation, more pain in stocks, and a rally in long-term bonds

by | Mar 18, 2023 | Uncategorized

This is what happens when the Fed takes the punch bowl away — the bowl breaks, and then the central bank and the regulators respond with the glue.
« Older Entries
Next Entries »

Recent Posts

  • Money and Baseball: How to Strategize your Money Life
  • Secret home listings are about to skyrocket
  • Can You Safely Withdraw 5% in Retirement? A New Twist in the Debate
  • Here’s Why Gen X Can’t Rely on the Great Wealth Transfer for Retirement
  • Learn From Rupert Murdoch’s Errors — Create a Succession Plan Today to Protect Your Company’s Legacy

Recent Comments

    4830 W. KENNEDY BLVD.
    SUITE 800
    TAMPA, FL 33609

    EWILBUR@FINANCIALGUIDE.COM

    Tel: (813) 637-6343

    View Our Customer Relationship Summary.

    Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.   OSJ 4830 W. Kennedy Blvd., Suite 800 Tampa, FL 33609, (813) 286-2280.

    Summit Wealth Advisors is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.  The firm is licensed to sell insurance in the following jurisdiction(s): FL, SC, and TX, and licensed to sell investments in the following jurisdiction(s):  FL, CA, and TX.

    CRN202806-8881900