Summit Puri
Intentionality Series: Part 1
A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...
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Summit Puri
- Sep 3
- 2 min
Timing vs. Time in the Market
Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...
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Summit Puri
- Aug 19
- 3 min
When is a good time to refinance your mortgage?
Macroeconomic Landscape Hopefully, you’re following our weekly market update and have been tuned in to hear President and Chief...
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Summit Puri
- Aug 12
- 2 min
HENRY - High earners, not rich yet
What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...
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Summit Puri
- Aug 5
- 3 min
Risk Ability vs. Risk Tolerance
Great Reads If you get to know me personally, you’ll learn that I love to read. I frequently share interesting reads and books with our...
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Summit Puri
- Jul 29
- 3 min
Systematic and Unsystematic Risk Factors
Globalization In our interconnected global world, computer dysfunction can greatly disrupt our daily lives. Our lives are connected...
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Summit Puri
- Jul 22
- 2 min
Taxes, it’s not really a love-hate relationship, is it?
I don’t think I’ve ever met anyone who enjoys paying their taxes. However, there is probably someone out there that does. From my...
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Summit Puri
- Jul 15
- 3 min
Fundamental and Technical Analyses
As a prelude to this discussion, I wrote about intrinsic and market value last week in the Investment Corner. This is a rare instance, so...
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Summit Puri
- Jul 8
- 3 min
Intrinsic vs Market Value/Price
Intrinsic and market value or the price of a stock are important distinctions that investors should understand as they develop their...
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Summit Puri
- Jul 1
- 4 min
Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing
Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...
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Summit Puri
- Jun 17
- 2 min
Asset Location vs Asset Allocation
I came across the topic of “Asset Location vs. Asset Allocation” a few weeks ago when I was reading, and knowing how similar they sound,...
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Summit Puri
- Jun 10
- 3 min
It’s a Risky Business, or is it?
When you think about risk, do you immediately think of the probability that some unfavorable outcome will occur? Most of us do. However,...
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Summit Puri
- Jun 3
- 3 min
Alternative Investments – Private Credit
Once again, we delve deeper into the world of alternative investments. So far on our journey, we’ve explored REITs, Structured notes, and...
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Summit Puri
- May 28
- 3 min
Alternative Investments – Private Equity
Once again, we delve deeper into the world of alternative investments. This large class of investments has many unique characteristics...
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Summit Puri
- May 20
- 4 min
Alternative investments – Structured notes
Last week, we defined alternative investments and explored one of the most common products within this category: REITs. If you would like...
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Summit Puri
- May 13
- 3 min
REIT – Real Estate Investment Trusts
Alternative Investment Class In a previous post, we explored Dave’s recommended four asset class selections for your investments: growth,...
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Summit Puri
- May 6
- 3 min
Correlation of Assets in Your Portfolio
Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...
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Summit Puri
- Apr 29
- 2 min
What is the Volatility Index, and how does it impact investments?
Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...
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Summit Puri
- Apr 22
- 4 min
The Phases of Retirement
Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...
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Summit Puri
- Apr 15
- 3 min
One metric to rule them all, or not. Part 3
As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...
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