Last week, while thumbing through my local newspaper, I came across something totally unexpected: advertisements from two real estate agents of competing firms, both referring to themselves as “Your ...

A few things really do improve over time. The reputation of the American travel agent is one prime example. I remember being shown a highly confidential survey by a supplier marketing executive when ...

Equal parts colleague and confidant, the trusted advisor is a valuable asset in the world of business. Particularly in the demanding realm of architecture, engineering, and construction industries, a ...

Summit Financial’s roots, extending over 40 years, have been grounded in holistic financial planning long before it became an industry buzzword. Our story is also one of continual evolution, shaped by ...