News & Updates
What Should I Do With My RSUs?
Restricted Stock Units (RSUs) are a type of equity compensation reserved for employees. RSUs give employees ownership in the company they work for and allow them to participate in the company’s success. These RSUs can become very valuable and may represent a growing portion of your investment portfolio over time. It is important to incorporate RSUs in your financial planning to ensure you are making the most of this investment.
Roth IRAs – An Underutilized Tool for Investors
Roth IRAs are a popular savings tool, but their full potential is still underappreciated by many investors. Given their flexibility and optionality, Roth IRAs can be an important investment vehicle for both those starting out in their career and those starting to think about retirement.
Do You Own Too Much Company Stock?
Owning company stock can be a great way to participate in your company’s success. You may have received the stock through restricted stock units (RSUs) or stock options from your company or purchased shares directly or through an employee stock purchase program...
When is the Right Time to Refinance Your Mortgage?
For many homeowners, the mortgage payment is one of their largest expenses. With mortgage rates declining, there could be a significant opportunity to lower monthly payments.
How the SECURE Act May Impact Your Finances
The SECURE Act could have a meaningful impact on your finances. This article will focus on five key provisions likely to affect you going forward.
Investment Lessons of the Last Two Decades
As we end the decade on a high note for the markets, it is worth reflecting on the past 20 years and how we got here.
SummitView Advisors provides our clients with comprehensive planning and investment management services so they can accelerate their arrival at the life they want.
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Ada, MI 49301