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

The Danger Of Dualism In Financial Planning

by | Mar 17, 2023 | Uncategorized

In the age of blogging, vlogging, podcasts, and TikTok, bite-sized personal finance instruction is abundant. But is that helpful or hurtful?

What To Know About The Yield Curve—And Why It May Predict A Recession

by | Mar 14, 2023 | Uncategorized

The term has been used for decades, and while it can predict recessions, it hasn’t always.

The recession is just getting going and the bear market is halfway done – at most

by | Mar 9, 2023 | Uncategorized

The biggest problem right now is that the recession is just getting going, or about to, and this bear market in equities at most is halfway done.

Anchored in the past: Lessons for weekend warriors and investors

by | Mar 7, 2023 | Uncategorized

Weekends are supposed to be relaxing. Health statistics suggest otherwise – traumatic injuries from crashes, falls and collisions are significantly more common on weekends than during the week.

Record-breaking global bond rally crumbles as fresh inflation fears grip investors

by | Mar 6, 2023 | Uncategorized

Fixed income markets reverse gains since start of year in ‘reality check’ over path of interest rates.

How to Rebuild Credit After Bankruptcy

by | Mar 5, 2023 | Uncategorized

Rebuilding credit after bankruptcy as an entrepreneur can be challenging — but it is not impossible if you know how.
« 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