Jamie Letcher, CRPC®
Jamie Letcher is a financial adviser with LPL Financial, located at Summit Credit Union in Madison, Wisconsin, serving as Vice President – Wealth Management, Summit Financial Advisors. He is a member of FINRA/SIPC, a registered broker-dealer and investment adviser. Summit Credit Union is a $5 billion CU serving 176,000 members. Letcher helps members work toward achieving their financial goals through a process that begins with a "get-to-know-you" meeting and ends with a collaborative plan, complete with action steps. He uses a "big picture" approach, helping ensure members are saving adequately, protecting their families and investing in a manner appropriate for their situation.
Importantly, Letcher considers himself an educator. “I find it important to explain things in a simplified manner and to educate on the pros and cons of different decisions,” he says. “Then clients are able to make an informed, educated decision."
Office: 608.271.1012 | Mobile: 608.206.5199 | E-mail: james.letcher@lpl.com | Website: summitcreditunion.com (opens in new tab)
Latest articles by Jamie Letcher, CRPC®
-
Stop Procrastinating on Your Retirement Plan! Here’s How
retirement planning Do you drag your feet when it comes to your finances and retirement savings? It’s an all-too-common problem. Here are some tips to help fix it.
By Jamie Letcher, CRPC® • Published
-
When and Why You Might Consider a Strategic Roth Conversion
Roth IRA Conversions For two of my clients, the time was right for executing a Roth IRA conversion. Here’s why, and how they made the strategy work for them.
By Jamie Letcher, CRPC® • Published
-
How Does the Average Investor Invest Rationally in an Irrational World?
investing My own children’s experiences and all that’s happened with Bitcoin and GameStop recently got me thinking: Investors need to keep their greed in check and make sure they’re investing, not gambling.
By Jamie Letcher, CRPC® • Last updated
-
Financial Planning Resolutions That Only Take Minutes
personal finance Not all financial New Year’s resolutions are long, involved slogs. Some can be completed in just a few minutes.
By Jamie Letcher, CRPC® • Published
-
Is the Stock Market a House of Cards?
investing The stock market volatility we’ve been experiencing and the apparent disconnect with the broader economy have some investors wondering just that. But what investors really need right now is discipline.
By Jamie Letcher, CRPC® • Published
-
How to Save Yourself from … Yourself
investing Stock market volatility like we’ve been seeing the past few months can bring out the worst in investors. Keep your head and avoid some potentially serious pitfalls with some lessons from behavioral psychology.
By Jamie Letcher, CRPC® • Published
-
A Tale of Two Investors: 1 Panicked and 1 Didn't
investing Two clients' true stories during the last bear market reveal the pitfalls and opportunities that come with investing in uncertain times. Do you see yourself in this tale?
By Jamie Letcher, CRPC® • Published
-
Understanding Interest Rates – and Why You Need to Care
retirement Here's a primer on why rates rise and fall, how they can affect you and what it could mean for our economy and the stock market.
By Jamie Letcher, CRPC® • Published
-
Breaking Down Risk Tolerance
retirement Whether you're 30 or 60, risk tolerance is an important part of the picture for retirement savers. Here are the basics that all investors should know.
By Jamie Letcher, CRPC® • Published