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SummitCP

  1. Just finished my Q2 update for University Portfolios. 3 days and several revisions. Finding quality and balance in a choppy market is no …
  2. Is doing more research for our Purdue Clients to help them steer clear of what we think is coming soon...a market correction. I hope we ar…
  3. working on a new business partnership that could give a significant boost to our firm as well as some terrific new tools for clients!
  4. Is happy to see the markets overcoming Europe's issues BUT I am a bit concerned about the sustainability of this run-up. A cup of Caution …
  5. is working on our service model for 2012. Pretty exciting to see some of the improvements to our service levels in 2012. We have aptly na…
  6. The VIX Index surged 160% from 16.52 to 42.96 in Q3’11. The S&P 500 fell 13.9% in Q3. The VIX rarely climbs above 40. Over the past 20 year…
  7. Thank goodness we went to cash when we did for our purdue portfolios. Owning Precious metals wasn't a bad idea either. Feel sorry for tho…
  8. who says no-load funds are free and all managed accounts are created equal!
  9. Met with a prospective client and conducted a portfolio analysis. Found that they were paying $14,000 per year in fee's and didn't know it!
  10. Get a timeline for college planning! 9/7 at 7 pm, downtown library. Free.
  11. If you would have bought Silver Jan. 3rd of 2000. You would have paid 5.00 per ounce. At near 40.00 per ounce, not a bad 10 years in the …
  12. I had a client tell me that they enjoyed my weekly newsletter but were concerned. When I asked why, they said that I was very accurate and…
  13. Very nice to see the markets on an upturn. We called it right so far.....in most market rallies, the majority of the return is made early …
  14. The nice thing about following the technical side of the markets is that they are seldom wrong! Our Purdue portfolios are up nearly 7% in …
  15. Finishing my Academic Portfolios for my Purdue clients. Great timing on the sector funds we bought into. Now we are just waiting on the ri…
  16. lining up clients to take advantage of the markets consolidation and run up preparing to take place. The difference between this year and …
  17. The main reason people fail in the markets is the lack of patience.
  18. is recovering from the flu/summer cold bug...Uggg!
  19. I uploaded a @YouTube video http://youtu.be/oJ6zWAQGfVI?a How to market your student-athlete to college coaches
  20. I uploaded a @YouTube video http://youtu.be/hsS8KmZRsqY?a College planning tips and advice for high school seniors