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Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, cautions readers that municipal bonds may not be as safe as they appear.

Orlando, FL – May 6, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, recently published a blog on his website (http://www.mysummitwealth.com) cautioning readers that municipal bonds may not be as safe as they appear. The blog, titled “Municipal Bonds: Too Good to be True?” notes that many jurisdictions have not released critical financial information that could change the value of their bonds.

Mitch Levin writes, “For example, a county in Oregon took 274 days after the end of this fiscal year to publish its 2009 audited statement.  Despite this failure to release critical data, throughout that period of time their bonds maintained a solid credit rating.”

Summit Wealth Management specializes in wealth management.  They empower Full Financial Health through Solid, Safely Managed Growth, and Trusted Advice.

The entire blog can be found at http://www.mysummitwealth.com/blog/municipal-bonds-too-good-to-be-true.php

To learn more about Summit Wealth Management, please visit http://www.mysummitwealth.com

About Mitch Levin:

Dr Mitch Levin assumed the role of CEO and Managing Director for Summit Wealth’s Florida offices in January of 2010. Dr. Levin brings great energy to the firm’s endeavors, founded upon client advocacy and education.

Offering solid growth, safe management, and trusted advice, Dr. Levin and Summit’s mission is to empower all clients to achieve full financial health.

Mitch is Certified in Wealth Preservation Planning and Asset Protection Planning and is an “AA” rated Florida State Representative of the Asset Protection Society. As a member of the Wealth Preservation Institute, he seeks to ensure all aspects of Summit clients’ financial lives are properly examined, optimized, monitored, and ultimately ‐ driven to success ‐ through a team of Expert Specialists.

Bestselling author, trusted advisor and accomplished public speaker, Mitch’s work has appeared in more than a dozen reputable and award winning publications.

Serving as President of Ivanhoe Foundation, Inc. is just one example of the many philanthropic efforts Dr. Levin pursues. Mitch has lived in Central Florida for over 25 years. He has two sons who are embarking on their professional careers. He enjoys skiing, sailing, golf, and attending the opera with his wife.

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, alerts readers to the potential dangers of investing in hedge funds.

Orlando, FL – March 25, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, recently published an article on his website (http://www.mysummitwealth.com) examining the dangers of hedge funds and analyzing their growing popularity . The article, titled “Hedge Hogging (Or: A New Way to Lose Money),” looks at the recent surge in the popularity of “flexible funds.” 

Mitch Levin writes, “The lure of outsized returns is incredibly powerful, but I defy anyone to identify in advance which manager, which asset class, which industry, which geographic area is going to outperform the next.”

Summit Wealth Management specializes in wealth management.  They empower Full Financial Health through Solid, Safely Managed Growth, and Trusted Advice.

The entire article can be found at http://www.mysummitwealth.com/articles/hedge-hogging-or-a-new-way-to-lose-money.php

To learn more about Summit Wealth Management, please visit http://www.mysummitwealth.com

About Mitch Levin:

Dr Mitch Levin assumed the role of CEO and Managing Director for Summit Wealth’s Florida offices in January of 2010. Dr. Levin brings great energy to the firm’s endeavors, founded upon client advocacy and education.

Offering solid growth, safe management, and trusted advice, Dr. Levin and Summit’s mission is to empower all clients to achieve full financial health.

Mitch is Certified in Wealth Preservation Planning and Asset Protection Planning and is an “AA” rated Florida State Representative of the Asset Protection Society. As a member of the Wealth Preservation Institute, he seeks to ensure all aspects of Summit clients’ financial lives are properly examined, optimized, monitored, and ultimately ‐ driven to success ‐ through a team of Expert Specialists.

Bestselling author, trusted advisor and accomplished public speaker, Mitch’s work has appeared in more than a dozen reputable and award winning publications.

Serving as President of Ivanhoe Foundation, Inc. is just one example of the many philanthropic efforts Dr. Levin pursues. Mitch has lived in Central Florida for over 25 years. He has two sons who are embarking on their professional careers. He enjoys skiing, sailing, golf, and attending the opera with his wife.

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, points out that investing exclusively in real estate can have disastrous results.

Orlando, FL – March 23, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, recently published a blog on his website (http://www.mysummitwealth.com) discussing the dangers of investing too heavily in real estate. The blog, titled “Rags to Real Estate Riches” explains that though investments in real estate can lead to quick profits, it can lead to losses just as quickly.    

Mitch Levin writes, “Proper asset allocation, in concert with diligent attention to a viable amount of real estate as an asset class, along with the discipline to sell (even at a loss if necessary) may be the most prudent way to preserve, build, and protect your wealth.”

Summit Wealth Management specializes in wealth management.  They empower Full Financial Health through Solid, Safely Managed Growth, and Trusted Advice.

The entire blog can be found at http://www.mysummitwealth.com/blog/rags-to-real-estate-riches.php

To learn more about Summit Wealth Management, please visit http://www.mysummitwealth.com

About Mitch Levin:

Dr Mitch Levin assumed the role of CEO and Managing Director for Summit Wealth’s Florida offices in January of 2010. Dr. Levin brings great energy to the firm’s endeavors, founded upon client advocacy and education.

Offering solid growth, safe management, and trusted advice, Dr. Levin and Summit’s mission is to empower all clients to achieve full financial health.

Mitch is Certified in Wealth Preservation Planning and Asset Protection Planning and is an “AA” rated Florida State Representative of the Asset Protection Society. As a member of the Wealth Preservation Institute, he seeks to ensure all aspects of Summit clients’ financial lives are properly examined, optimized, monitored, and ultimately ‐ driven to success ‐ through a team of Expert Specialists.

Bestselling author, trusted advisor and accomplished public speaker, Mitch’s work has appeared in more than a dozen reputable and award winning publications.

Serving as President of Ivanhoe Foundation, Inc. is just one example of the many philanthropic efforts Dr. Levin pursues. Mitch has lived in Central Florida for over 25 years. He has two sons who are embarking on their professional careers. He enjoys skiing, sailing, golf, and attending the opera with his wife.

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, discusses complex regulation regarding charitable giving and provides insight to help make the most of your contributions.

Orlando, FL – March 22, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, recently published an article on his website (http://www.mysummitwealth.com) discussing ways to maximize the impact of charitable giving. The article, titled “Make the Most of Your Charitable Gifts,” discusses the most efficient options available for charitable giving. 

Mitch Levin writes, “Charitable giving is important to many of us—but it’s more complicated than you may think.  Therefore, in order to maximize the impact of your giving, it’s important to have a plan.  ”

Summit Wealth Management specializes in wealth management.  They empower Full Financial Health through Solid, Safely Managed Growth, and Trusted Advice.

The entire article can be found at http://www.mysummitwealth.com/articles/make-the-most-of-your-charitable-gifts.php

To learn more about Summit Wealth Management, please visit http://www.mysummitwealth.com

About Mitch Levin:

Dr Mitch Levin assumed the role of CEO and Managing Director for Summit Wealth’s Florida offices in January of 2010. Dr. Levin brings great energy to the firm’s endeavors, founded upon client advocacy and education.

Offering solid growth, safe management, and trusted advice, Dr. Levin and Summit’s mission is to empower all clients to achieve full financial health.

Mitch is Certified in Wealth Preservation Planning and Asset Protection Planning and is an “AA” rated Florida State Representative of the Asset Protection Society. As a member of the Wealth Preservation Institute, he seeks to ensure all aspects of Summit clients’ financial lives are properly examined, optimized, monitored, and ultimately ‐ driven to success ‐ through a team of Expert Specialists.

Bestselling author, trusted advisor and accomplished public speaker, Mitch’s work has appeared in more than a dozen reputable and award winning publications.

Serving as President of Ivanhoe Foundation, Inc. is just one example of the many philanthropic efforts Dr. Levin pursues. Mitch has lived in Central Florida for over 25 years. He has two sons who are embarking on their professional careers. He enjoys skiing, sailing, golf, and attending the opera with his wife.

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, explains to readers that many “superior” money managers have simply been lucky “coin flippers.”

Orlando, FL – March 17, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, recently published a blog on his website (http://www.mysummitwealth.com) discussing the reality that even random coin tossing would result in a small minority of funds outperforming the market year after year. The blog, titled “Superior Fund Manager… Or Lucky Coin Flipper?” questions the wisdom of investing hard earned money into funds managed by “superior” managers.

Mitch Levin writes, “They make the cover of Money Magazine and they get written up in the Wall Street Journal.  They will be all over TV and will become rich and famous.  But they’re not really “superior” managers— they just happened to get lucky for several years in a row.”

Summit Wealth Management specializes in wealth management.  They empower Full Financial Health through Solid, Safely Managed Growth, and Trusted Advice.

The entire blog can be found at http://www.mysummitwealth.com/blog/superior-fund-manager…or-lucky-coin-flipper.php

To learn more about Summit Wealth Management, please visit http://www.mysummitwealth.com

About Mitch Levin:

Dr Mitch Levin assumed the role of CEO and Managing Director for Summit Wealth’s Florida offices in January of 2010. Dr. Levin brings great energy to the firm’s endeavors, founded upon client advocacy and education.

Offering solid growth, safe management, and trusted advice, Dr. Levin and Summit’s mission is to empower all clients to achieve full financial health.

Mitch is Certified in Wealth Preservation Planning and Asset Protection Planning and is an “AA” rated Florida State Representative of the Asset Protection Society. As a member of the Wealth Preservation Institute, he seeks to ensure all aspects of Summit clients’ financial lives are properly examined, optimized, monitored, and ultimately ‐ driven to success ‐ through a team of Expert Specialists.

Bestselling author, trusted advisor and accomplished public speaker, Mitch’s work has appeared in more than a dozen reputable and award winning publications.

Serving as President of Ivanhoe Foundation, Inc. is just one example of the many philanthropic efforts Dr. Levin pursues. Mitch has lived in Central Florida for over 25 years. He has two sons who are embarking on their professional careers. He enjoys skiing, sailing, golf, and attending the opera with his wife.

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, writes about the impact that fees and other costs have on the value of mutual fund investments.

Orlando, FL – February 16, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, recently published an article on his website (http://www.mysummitwealth.com) about investment strategy. The article, titled “Myths and Truth — Fees and Costs Matter,” delves into the often surprising impact that fees and other costs have on the value of mutual fund investments. 

Mitch Levin writes, “Would it disturb you to discover that you probably are (unknowingly and unnecessarily) paying more than 6% in your investments each and every year (which is almost like betting against one of the most powerful forces in the universe — the power of compounding)?”

Summit Wealth Management specializes in wealth management. They empower Full Financial Health through Solid, Safely Managed Growth, and Trusted Advice.

The entire article can be found at http://www.mysummitwealth.com/articles/myths-and-truth-fees-and-costs-matter.php

To learn more about Summit Wealth Management, please visit http://www.mysummitwealth.com

About Mitch Levin:

Dr. Mitch Levin assumed the role of CEO and Managing Director for Summit Wealth’s Florida offices in January of 2010. Dr. Levin brings great energy to the firm’s endeavors, founded upon client advocacy and education.

Offering solid growth, safe management, and trusted advice, Dr. Levin and Summit’s mission is to empower all clients to achieve full financial health.

Mitch is Certified in Wealth Preservation Planning and Asset Protection Planning and is an “AA” rated Florida State Representative of the Asset Protection Society. As a member of the Wealth Preservation Institute, he seeks to ensure all aspects of Summit clients’ financial lives are properly examined, optimized, monitored, and ultimately ‐ driven to success ‐ through a team of Expert Specialists.

Best selling author, trusted advisor and accomplished public speaker, Mitch’s work has appeared in more than a dozen reputable and award winning publications.

Serving as President of Ivanhoe Foundation, Inc. is just one example of the many philanthropic efforts Dr. Levin pursues. Mitch has lived in Central Florida for over 25 years. He has two sons who are embarking on their professional careers. He enjoys skiing, sailing, golf, and attending the opera with his wife.

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, discusses the impact of the Small Business Jobs Act on rental property owners.

Orlando, FL – February 15, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, recently published a blog on his website

(http://www.mysummitwealth.com) about changes to rental property tax rules.

The blog, titled “New Rules Require Rental Property Owners to Issue 1099s,” details changes to tax rules impacting rental property owners.

Mitch Levin writes, “Pay attention, rental property owners!  The recently enacted Small Business Jobs Act, P.L. 111-240, contained one provision that may have escaped the notice of taxpayers who own rental property, but will affect them starting this month (January 2011).”

Summit Wealth Management specializes in wealth management.  They empower Full Financial Health through Solid, Safely Managed Growth, and Trusted Advice.

The entire blog can be found at http://www.mysummitwealth.com/blog/new-rules-require-rental-property-owners-to-issue-1099s.php

To learn more about Summit Wealth Management, please visit http://www.mysummitwealth.com

About Mitch Levin:

Dr Mitch Levin assumed the role of CEO and Managing Director for Summit Wealth’s Florida offices in January of 2010. Dr. Levin brings great energy to the firm’s endeavors, founded upon client advocacy and education.

Offering solid growth, safe management, and trusted advice, Dr. Levin and Summit’s mission is to empower all clients to achieve full financial health.

Mitch is Certified in Wealth Preservation Planning and Asset Protection Planning and is an “AA” rated Florida State Representative of the Asset Protection Society. As a member of the Wealth Preservation Institute, he seeks to ensure all aspects of Summit clients’ financial lives are properly examined, optimized, monitored, and ultimately ‐ driven to success ‐ through a team of Expert Specialists.

Best selling author, trusted advisor and accomplished public speaker, Mitch’s work has appeared in more than a dozen reputable and award winning publications.

Serving as President of Ivanhoe Foundation, Inc. is just one example of the many philanthropic efforts Dr. Levin pursues. Mitch has lived in Central Florida for over 25 years. He has two sons who are embarking on their professional careers. He enjoys skiing, sailing, golf, and attending the opera with his wife.

GrowFL will provide Summit Wealth with support through a number of free services, including access to market research and technology, strategy analysis, database research and website optimization.

ORLANDO, Fla. (Feb. 14, 2011) – Summit Wealth Management Inc.,(www.summitwealth.com)  a nationwide 30-year-old investment advisory firm, has been selected to participate in GrowFL, a state-financed program that helps Florida-based second-stage companies achieve their potential.

GrowFL, part of the Florida Economic Gardening Institute, was created in 2009 by the Florida Legislature and is based at the University of Central Florida in Orlando.  Dr. Tom O’Neal, associate vice president of the University of Central Florida’s Office of Research and Commercialization, serves as the institute’s executive director.

O’Neal said, “Summit Wealth’s consistent returns and Chief Executive Officer Mitch Levin’s solid leadership make it an ideal candidate for the GrowFL program.”

“Companies like Summit Wealth have great potential, but sometimes need a little assistance to reach the next level,” O’Neal said.

A federally-registered investment advisory firm with nearly 50 employees in six offices across the nation, Summit Wealth “clarifies investing,” according to Levin, managing director of the company’s Orlando and Naples offices.

“Our advisory team ensures that each client’s needs and objectives are met, while providing the peace of mind they need to sleep well and plan confidently,” said Levin, a member of the Wealth Preservation Institute who is certified in wealth preservation planning and asset protection planning.

“We’re excited to work with the GrowFL team and eager to derive support, data and input from their excellent members to help us more effectively know and understand our market and our competitors, as well as our target clients,” Levin said.  “Thus far, the first GrowFL engagement has provided tremendous research and insight, delivered in a highly organized, well coordinated manner.”

About Summit Wealth Management:

A federally-registered investment advisory firm, Summit Wealth Management empowers investors by delivering solid, safely managed growth and trusted advice.  Summit’s advisory team delivers clients the greatest probability of goal achievement – consistently excellent returns with appropriate risks.  Visit www.mysummitwealth.com.

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, discusses financial anxiety currently being experienced even by the affluent.

Orlando, FL – February 11, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management – Florida Division, a wealth management company, recently published a blog on his website (http://www.mysummitwealth.com) about the importance of minimizing fees and other losses while avoiding unnecessary financial risk. The blog, titled “Financial Anxiety for the Successful,” addresses common financial concerns and urges readers to carefully analyze their finances and investments.

Mitch Levin writes, “You can still retire rich. You can achieve Full Financial Health. You really can.  Keep making great decisions.”

Summit Wealth Management specializes in wealth management.

They empower Full Financial Health through Solid, Safely Managed Growth, and Trusted Advice.

The entire blog can be found at http://www.mysummitwealth.com/blog/financial-anxiety-for-the-successful.php

To learn more about Summit Wealth Management, please visit http://www.mysummitwealth.com

About Mitch Levin:

Dr. Mitch Levin assumed the role of CEO and Managing Director for Summit Wealth’s Florida offices in January of 2010. Dr. Levin brings great energy to the firm’s endeavors, founded upon client advocacy and education.

Offering solid growth, safe management, and trusted advice, Dr. Levin and Summit’s mission is to empower all clients to achieve full financial health.

Mitch is Certified in Wealth Preservation Planning and Asset Protection Planning and is an “AA” rated Florida State Representative of the Asset Protection Society. As a member of the Wealth Preservation Institute, he seeks to ensure all aspects of Summit clients’ financial lives are properly examined, optimized, monitored, and ultimately ‐ driven to success ‐ through a team of Expert Specialists.

Best selling author, trusted advisor and accomplished public speaker, Mitch’s work has appeared in more than a dozen reputable and award winning publications.

Serving as President of Ivanhoe Foundation, Inc. is just one example of the many philanthropic efforts Dr. Levin pursues. Mitch has lived in Central Florida for over 25 years. He has two sons who are embarking on their professional careers. He enjoys skiing, sailing, golf, and attending the opera with his wife.

Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, discusses the current state of the US economy and places it in historical context.

Orlando, FL – February 9, 2011 – Mitch Levin, CEO & Managing Director of Summit Wealth Management, Inc. – Florida Division, a wealth management company, recently published an article on his website (http://www.mysummitwealth.com) about the current state of the US economy and how it compares with other eras. The article, titled “Forget Survival… Let’s Thrive,” compares the current economic climate with the Great Depression and other troubled economic eras. 

Mitch Levin writes, “In the 1930s, people lined up to sell apples to eat.  In 2010, people line up outside Apple to buy an iPad.  What a great big difference in our financial situations.”

Summit Wealth Management specializes in wealth management.

They empower Full Financial Health through Solid, Safely Managed Growth, and Trusted Advice.

The entire article can be found at http://www.mysummitwealth.com/articles/forget-survival-lets-thrive.php

To learn more about Summit Wealth Management, please visit http://www.mysummitwealth.com

About Mitch Levin:

Dr Mitch Levin assumed the role of CEO and Managing Director for Summit Wealth’s Florida offices in January of 2010. Dr. Levin brings great energy to the firm’s endeavors, founded upon client advocacy and education.

Offering solid growth, safe management, and trusted advice, Dr. Levin and Summit’s mission is to empower all clients to achieve full financial health.

Mitch is Certified in Wealth Preservation Planning and Asset Protection Planning and is an “AA” rated Florida State Representative of the Asset Protection Society. As a member of the Wealth Preservation Institute, he seeks to ensure all aspects of Summit clients’ financial lives are properly examined, optimized, monitored, and ultimately ‐ driven to success ‐ through a team of Expert Specialists.

Best selling author, trusted advisor and accomplished public speaker, Mitch’s work has appeared in more than a dozen reputable and award winning publications.

Serving as President of Ivanhoe Foundation, Inc. is just one example of the many philanthropic efforts Dr. Levin pursues. Mitch has lived in Central Florida for over 25 years. He has two sons who are embarking on their professional careers. He enjoys skiing, sailing, golf, and attending the opera with his wife.