PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, a registered investment advisory organization with a four-decade legacy of supporting the success of advisors and their clients, announces the appointment of Kevin Barry, CFA as the firm’s chief investment officer. The addition of Barry, who has more than 25 years of experience in investment management, underscores the firm’s assertive approach to deepening the level of resources available to its growing roster of investment advisors. Barry m
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Summit Financial (NASDAQ:SMMF) declares $0.20/share quarterly dividend, 11.1% increase from prior dividend of $0.18.Forward yield 2.72%Payable Sept. 30; for shareholders of record Sept.
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MOOREFIELD, W.Va., Aug. 25, 2022 (GLOBE NEWSWIRE) -- Summit Financial Group, Inc. (“Summit”) (NASDAQ: SMMF) announces its Board of Directors today declared a third quarter 2022 dividend of $0.20 per share payable on September 30, 2022 to common shareholders of record as of the close of business on September 15, 2022, representing an 11 percent increase compared to the $0.18 paid in Q2 2022.
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Summit Financial press release (SMMF): Q2 GAAP EPS of $0.92 (vs. $0.80 in prior-year quarter).Revenue of $38.46M (+22.0% Y/Y).
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In many large publicly traded companies, it’s common to reward employees with employer stock . Usually through a profit-sharing or ESOP plan, or at least by allowing employees to purchase stock themselves inside of their 401(k) plan. The disadvantage is when you withdraw money from a company plan, it is taxed as ordinary income . However, the IRS — if you can believe it — has two special rules to help: Net Unrealized Appreciation (NUA) and Net Unrealized Depreciation (NUD). SEE MORE Is Securities-Based Lending a Good Idea? Given today’s stock market volatility, it’s the NUD rule that piques my interest right now. First things first – understand the NUA rule Net Unrealized Appreciation (NUA) is a clunky technical term but an important potential tax-savings opportunity for those with company stock in their employer plan. Under the NUA rule, only the cost basis of the shares is subject to tax (and potentially an early withdrawal penalty) at the time of the distribution. In simple terms, the cost basis is what a person pays for the stock.
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Summit Financial Group, Inc. announced a quarterly dividend on Wednesday, June 1st, Wall Street Journal reports. Stockholders of record on Wednesday, June 15th will be given a…
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Ah, retirement. Picture long, blissful walks on the beach. Or you’re watching the sunset from the balcony of your cruise ship and thinking: This is it – the way life should be. Then you casually check your smartphone to see how your investment accounts are doing and, gasp! You might not be as rich as you thought were. SEE MORE The Best and Worst Presidents (According to the Stock Market) Retirees are facing major headwinds right now when it comes to investing: Troubles in Ukraine , higher inflation and stock market jitters to name a few. If you are in or near retirement and wondering what you can do with your portfolio, here are three ideas I share with some of my clients: 1. Consumer defensive stocks I want clients to be as diversified as possible. However, I may tilt their portfolio to consumer defensive stocks for retired or more conservative clients. Defensive stocks generally include utility companies like natural gas and electricity providers, healthcare providers and companies whose products we use day-to-day, like toothpaste companies or food and grocery stores.
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MOOREFIELD, W.Va., July 12, 2021 (GLOBE NEWSWIRE) -- Summit Financial Group, Inc. (Summit) (NASDAQ: SMMF) today reported that its wholly-owned subsidiary, Summit Community Bank, Inc., has completed its previously announced acquisition of four full-service branch banking offices and two drive-up banking locations of MVB Bank, Inc., a wholly-owned subsidiary of MVB Financial Corp. (NASDAQ: MVBF), consisting of substantially all of MVB Bank Inc.s Southern West Virginia community banking operations. The four full-service banking centers are located at 400 Washington Street East, Charleston; 3754 Teays Valley Road, Hurricane; 660 Central Avenue, Barboursville; and 999 4th Avenue, Huntington, and its drive-up banking locations at 6399 Route 60, Barboursville, and 940 5th Avenue, Huntington.
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PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial Holdings (Summit), a prominent financial services firm for top independent and breakaway advisors, is expanding its reach to Michigan with the launch of Vardhan Wealth Management (Vardhan). Vardhan is aligning with Summit by becoming the 14th firm to join Summit Growth Partners, an innovative custom capital solution that combines cash monetization with equity participation as well as exclusive partnership privileges. Vardhan will also beco
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PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial Holdings (Summit), a prominent financial services firm for top independent and breakaway advisors, is expanding its reach to Michigan with the launch of Vardhan Wealth Management (Vardhan). Vardhan is aligning with Summit by becoming the 14th firm to join Summit Growth Partners, an innovative custom capital solution that combines cash monetization with equity participation as well as exclusive partnership privileges. Vardhan will also beco
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Shares of Summit Financial Group (NASDAQ:SMMF) fell 0.3% in pre-market trading after the company reported Q4 results. Quarterly Results Earnings per …
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Summit Financial (NASDAQ:SMMF): Q3 GAAP EPS of $0.74 beats by $0.41. Revenue of $31M (+33.7% Y/Y) beats by $3.57M. Press Release
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PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial (“Summit”), a prominent financial services firm for top independent and breakaway advisors, is expanding its reach to Pennsylvania with the launch of MRK Wealth Advisors (“MRK Wealth”). MRK Wealth is aligning with Summit through its industry-leading affiliate partnership model and will gain access to a fully integrated suite of services and technology solutions, known as SummitVantage™, which will support the launch, operation and growth of th
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PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, a prominent financial services firm for top independent and breakaway advisors, has appointed Jenna Bloomgarden as Director of Marketing and Advisor Development. In her new role, she will support Summit’s marketing and communications strategies within the independent RIA sector, reporting to Ed Friedman, Director, Business Development and Growth. Bloomgarden will also work with Summit’s advisors on Summit’s industry-leading platform to elevat
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PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, a prominent financial services firm for top independent and breakaway advisors, has appointed James Rabasca as Senior Tax Specialist in the Integrated Planning Group, further enhancing the firm’s in-house financial planning and tax teams. In his new role, Rabasca will report to the Integrated Planning Group’s Director, Brandon Smith, J.D., and will work to analyze, design and implement comprehensive financial and estate plans for high-net-wor
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Summit Financial (SMMF) delivered earnings and revenue surprises of -18.60% and 3.37%, respectively, for the quarter ended March 2020. Do the numbers hold clues to what lies ahead for the stock?
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PARSIPPANY, N.J.--(BUSINESS WIRE)--Summit Financial, a prominent financial services firm for top independent and breakaway advisors, has added Ed Friedman to its executive team as Head of Business Development and Growth. Friedman is a financial services industry veteran with decades of experience in advancing advisors’ practices and supporting their growth. He will work closely with the executive management team and report to Summit Financial CEO Stan Gregor. Summit Financial has experienced su
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Summit Financial (SMMF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Summit Financial (NASDAQ:SMMF): Q4 GAAP EPS of $0.65 beats by $0.07. Revenue of $24.23M (+8.9% Y/Y) beats by $1.16M. Press Release
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Summit Financial and the Stellenbosch Law Clinic, representing 10 of clients, on Friday won a ground-breaking judgement in the Cape High Court.
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Summit Financial and 10 of its indebted clients have challenged lending industry bodies and regulators in court over debt collection.
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Summit Financial Group, Inc. (NASDAQ:SMMF), operating in the financial services industry based in United States, saw…
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Summit Financial (SMMF) delivered earnings and revenue surprises of 25.93% and 10.12%, respectively, for the quarter ended June 2019. Do the numbers hold clues to what lies ahead for the stock?
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Summit Financial (SMMF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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Summit Financial Group, Inc. (SMMF) is looking like an interesting pick from a technical perspective, as the company is seeing favorable trends on the moving average crossover front.
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