Gene Offredi selected for the Lifetime Achievement Award by the International Association of Top Professionals (IAOTP)

Gene Offredi, Owner & Certified Financial Planner of Summit Investor Coach, LLC, was just recently selected for the prestigious Lifetime Achievement Award, by the International Association of Top Professionals (IAOTP), for his outstanding leadership and commitment to the Wealth Management Industry. While inclusion with the International Association of Top Professionals is an honor in itself, only a few members are chosen for this Lifetime Achievement distinction based on their years of experience in the field, professional accomplishments, academic achievements, leadership abilities, and contributions to their communities. These are truly incredibly talented professionals who have dedicated their life to their work and have had a lifetime […] Read more »

Economic Growth and Equity Returns

I found the following article from Dimensional Fund Advisors eye opening and thought provoking. I’d like to hear what you think. A relevant question for many investors is whether their view of economic growth should impact how they invest. August 2016  Opinions about future economic growth often differ across market participants. For example, in a survey of more than 60 economists conducted by the Wall Street Journal in June 2016, estimates of US GDP growth in 2017 ranged from 0.2% to 3.7%.  A relevant question for many investors is whether their view of economic growth should impact how they invest. In this regard, they may […] Read more »

Summer Is Here!

Can you believe it?  The 4th of July is upon us.  I love the fireworks, the barbecues, family and friends gathering and just enjoying each other.  We have been through some difficult times lately, and we have many problems to solve – it won’t be easy, but we have to work at it.  We have to really listen to each other, respect each other, and learn to compromise.  Even with all her imperfections, the good ole USA is a great country; and it is time to celebrate what we have and where we live. Summer Investing If It’s On The Internet, It Must Be True […] Read more »