Trying to decide between stocks and bonds now that there is some life in the Dow?  Read Bob Andres’ 8/24 Perspective.  CLICK HERE

August Summit Investment Newsletter.  CLICK HERE

Deflation, Gridlock, and the stock and bond markets.  Bob Andres again helps expose the reality that the financial press keeps missing.  CLICK HERE

Think the rally is for real?  Read Bob Andres’ latest, “Double Dip Recession Semantics.  CLICK HERE

August 10, 2010 – Robert Lamberti, VP Investments - Summit Financial Resources, Inc.

July Summit Investment Newsletter – Good News to start the 3^rd Quarter.  CLICK HERE

Bob Andres’ most recent Perspectives on the Changing Investment Climate and the Issues Surrounding Corporate Bonds.  CLICK HERE

Bob Lamberti makes sense of the events of the last 3 months in the Summit 2^nd Quarter Investment Newsletter.  CLICK HERE

June 9, 2010 – Robert Lamberti, VP Investments - Summit Financial Resources, Inc.

Monthly Investment Newsletter for May.  CLICK HERE

April 14, 2010 – Robert Lamberti, VP Investments - Summit Financial Resources, Inc.

As usual, Bob Lamberti looks past the headlines for the quarterly Summit Financial Resources Investment Newsletter.   CLICK HERE

March 10, 2010 – Andres Perspective: "Houston, this is Uncertainty Base: The Economic Head-Fake has landed!"

Bob Andres provides a great summary of what we believe the near term economic future looks like and why you can't count on the market.  CLICK HERE 

March 10, 2010 – Robert Lamberti, VP Investments - Summit Financial Resources, Inc.

February Summit Market Summary.  CLICK HERE

January 27, 2010 – Robert Lamberti, VP Investments - Summit Financial Resources, Inc.

For an unbiased view of what happened in 2009 and what 2010 looks like please read the Summit Year End Economic Review and Outlook. CLICK HERE

January 27, 2010 – Andres Perspective: "The Coming Age of Fundamentals" 

Bob Andres explains how we can't ignore economic reality forever in his latest Perspective.  CLICK HERE 

October 26, 2009 – Robert Lamberti, VP Investments - Summit Financial Resources, Inc.

Robert Lamberti, of Summit Financial Resources, provides 3rd Quarter Market Review and Economic Outlook. CLICK HERE

October 22, 2009 – Andres Perspective: "The Bulls are Full of Beans" 

Is the run-up real?  Bob Andres provides his insights into what’s supporting the current market levels.  CLICK HERE 

October 08, 2009 – Andres Perspective: "Commercial Real Estate and the Banking System" 

Bob Andres provides clarity into the hype surrounding the commercial real estate situation.  CLICK HERE 

September 17, 2009 – PMC Perspective

As mentioned in my previous newsletter, rising taxes have the opposite effect of what the politicians promise.  Bob Andres provides some background and an evaluation of what is fueling the current market rally.  CLICK HERE 

September 14, 2009 – Steve Weinman, Chairman - Summit Financial Resources, Inc.

Steve Weinman, Chairman of Summit Financial Resources, provides a Monthly Investment Newsletter: August 2009. CLICK HERE

August 25, 2009 – PMC Perspective

An Organized Mess Engineered by Government Intelligence.  The irony is pretty thick in Bob Andres' review of the current market and its expectations for the future.  CLICK HERE  

August 21, 2009 – PMC Perspective

The 7/30 PMC Perspective provides clarification on three big issues in the news from a non-political source.  CLICK HERE

August 7, 2009 – Steve Weinman, Chairman - Summit Financial Resources, Inc.

Steve Weinman, Chairman of Summit Financial Resources, provides a Monthly Investment Newsletter: July 2009. CLICK HERE

There has been a lot of good news over the last few months, but this PMC Perspective from Bob Andres shows what we still have to deal with and what signs to look for before we’re out of this recession. CLICK HERE

July 16, 2009 – Steve Weinman, Chairman - Summit Financial Resources, Inc.

Steve Weinman, Chairman of Summit Financial Resources, provides 2nd Quarter Market Review and Economic Outlook. CLICK HERE

July 13, 2009 – NJ Raising The Income Tax Rate for 2009

On June 30, Governor Corzine signed into law the 2010 state budget bill. Included in the bill are increases in the personal income tax rates for New Jersey taxpayers for one year, retroactive to January 1, 2009. For taxpayers with taxable income in excess of $400,000 but less than $500,000, the tax rate increases from 6.37% to 8%, for taxpayers with taxable income between $500,000 and $1 million, the tax rate increases from 8.97% to 10.25%, and for taxpayers with taxable income in excess of $1 million, the tax rate increases from 8.97% to 10.75%. A New Jersey taxpayer with taxable income of $1.1 million in 2009 now will pay New Jersey income tax equal to $95,480. Prior to the change in the rates, the same taxpayer would have paid $81,627.50. In this example, the percentage change in the tax rate is equal to 1.26%.

FOR COMPLETE ARTICLE CLICK HERE

July 7, 2009 – PMC Perspective

While there is a lot of press about the imminent inflation threat, we aren’t afraid of it occurring anytime soon. This month’s PMC Perspective gives an excellent view on the issue along with what to do if it happens. By the way, the Absolute Return Portfolio™ is already designed to behave well if inflation does occur. CLICK HERE

May 12, 2009 – PMC Perspective

Just when the newscasters are breathlessly telling us how good things are, Bob Andres gives us a sober look at what this current market is based on. We agree that while market increases are nice to see, we’re not out of this bear market yet. CLICK HERE

April 22, 2009 – Steve Weinman, Chairman - Summit Financial Resources, Inc.

2 New Releases from Summit’s Chairman, Steve Weinman, shed light on first
quarter 2009 and what the government debt/deficits will mean going forward.
CLICK HERE: 1st Quarter 2009 - Newsletter
CLICK HERE: US Debt: Deficits Current and Project

March 26, 2009 – PMC Perspective

PMC’s latest Communication provides some much needed perspective on the turmoil in today’s markets; how we got into this mess, how we will get out of it, and what to focus on in the mean time. CLICK HERE

March 10, 2009 – PMC Perspective

This month’s PMC commentary on what we may be looking at later this year and what needs to happen for a real recovery. CLICK HERE

February 10, 2009 – PMC Weekly Perspective

As usual Bob Andres cuts through a lot of the noise we are hearing. His opinion is not rosy in the near term, but there are areas where our clients can and are making returns on their assets, while protecting capital, even in this difficult environment. CLICK HERE

November 18, 2008 – PMC Weekly Perspective

In our continuing efforts to keep our clients up-to-date on what is happening in Washington and the markets, we present you with this weeks PMC commentary. CLICK HERE

September 10, 2008 – PMC Weekly Perspective

In our ongoing effort to provide real answers to the questions our clients are asking, we present this weeks PMC Weekly Perspective. CLICK HERE

August 12, 2008 – Special Report: Taxes

This is a Special Report from the Tax Foundation on the highest and lowest states for taxes. Unfortunately, New Jersey is the highest. CLICK HERE

August 3, 2008 - PMC Viewpoints

If you've been following the Freddie Mac / Fanny Mae story in the news, we think you'll appreciate the clarity without the hype that this viewpoint provides. CLICK HERE

May 12, 2008 - PMC Viewpoints

In our ongoing effort to provide facts without hype, we’re providing a market update from Portfolio Management Consultants. We’ve found that the better informed our clients are, the less likely they are to let emotion affect their decisions. CLICK HERE

March 17, 2008 - PMC Viewpoints

We recently received a newsletter from Portfolio Management Consultants, a part of Envestnet, which highlights the technical basis for The Absolute Return Portfolio™, namely that alternative investments make a portfolio less risky and better performing. We hope you enjoy it and welcome your questions. CLICK HERE