InvestmentNews Hot List 2024
InvestmentNews Hot List 2024
January 7, 2025
We are excited to share Liz Miller, CFP®, CFA, president and founder of Summit Place Financial Advisors LLC, and 2025 Chair of...
Best Inspiring Leaders to Watch 2024
January 6, 2025
Liz Miller has been included in The CEO View’s Top 10 Best Inspiring Leaders to Watch 2024, recognizing Liz and other leaders...
Investment Outlook, December 2024
December 30, 2024
2024 was another year of continued market strength, with the Magnificent 7 tech stocks pushing the S&P 500 up close to 25% on...
Money’s Best Financial Planners 2024
December 5, 2024
We are so proud to share Liz has been included in Money’s Best Financial Planners for 2024, their inaugural list of top...
2024 Industry Advocate Of The Year
December 5, 2024
We are very proud to announce Liz Miller has been named the 2024 Industry Advocate of the Year by The RIA Intel Awards, presented...
Salesforce earnings show AI trend is ‘certain,’ advisor says
December 4, 2024
Liz joined Reuters to discuss the market after the release of Saleforce’s quarterly earnings report, noting that companies with...
UnitedHealth exec killing ‘will reverberate’ across firms, advisor says
December 4, 2024
Liz joined Reuters after the fatal shooting of UnitedHealthcare CEO Brian Thompson. Watch the full appearance...
Happy Thanksgiving!
November 26, 2024
Thanksgiving and the holiday season are fast approaching, and we at Summit Place Financial Advisors have much to be thankful for....
Outlook for earnings season
November 12, 2024
Liz joined BNN to discuss her take on the market post-election, noting that making big portfolio changes based on election...
Year End Tax Planning Strategies
November 1, 2024
Where did the year go! Here we are in the final quarter of 2024, but there’s still plenty of time to consider some planning...
Year End Financial Planning Strategies
November 1, 2024
Many set health and fitness goals for the new year, but how about financial goals? Now is a great time to review where your...
Outlook for Microsoft amid AI race
October 31, 2024
Liz joined BNN Bloomberg to discuss the outlook of Microsoft amid the AI race. Watch the full appearance...
The Tax Tool You Should Consider for Every Client
October 29, 2024
Rethinking 65 welcomed Susie’s article “The Tax Tool You Should Consider for Every Client” in which she discusses...
Fed rate cuts are a ‘huge driver’ in the economy
October 29, 2024
Liz joined Yahoo Finance Wealth! to share her perspective on current market dynamics as new inflation and labor figures pour out....
Top stocks for investing amid uncertainty
October 8, 2024
Liz joined BNN Bloomberg to share her insights on stocks to invest in during current market uncertainty. Watch the full interview...
Top