Investment Outlook, March 2024

Investment Outlook, March 2024

March 28, 2024

After the 2023 year-end rally, the equity market strength has continued into 2024; the S&P 500 has hit all-time highs,...

March Tax Planning To Do

March 3, 2024

It is hard to believe we are already three months into the year. With April tax deadlines right around the corner, now is a great...
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Your Home Sale May Leave You In a Tax Shock. Here’s How To Reduce Your Capital Gains Tax Bill

February 24, 2024

Susie spoke with CNBC to share insights on how home sellers can reduce their home sale profits to help reduce taxes paid on...
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It’s a Mad, Nvidia World

February 22, 2024

Liz spoke with Investment News to share her thoughts on NVDA as the stock rose over 15% after Nvidia’s release of...
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Increasing Wealth Not Calming Younger Investors, Advisors Say

February 21, 2024

Liz spoke with Financial Advisors Magazine to share insights on young inventors, who have seen their wealth rise 80% since...

Cybersecurity Review

February 15, 2024

Are your passwords saved in the back of your address book? Or maybe on yellow stickies on your monitor? Do you always log out of...

Wall St. ends higher, lifted by Uber, Lyft, Nvidia

February 14, 2024

Liz joined Reuters to discuss the history and upcoming expectations for NVDA after recent gains, noting that the stock has a long...

Two Stocks to Own Amid Higher Rates, Slowing Growth

February 7, 2024

Liz joined BNN Bloomberg’s The Open to discuss the market as investors begin to navigate earnings season. Watch the full...

S&P 500 Notches Third Straight Record High Close

January 23, 2024

Liz joined Reuters to discuss the stock market after the S&P 500 notched its third straight all-time closing high on Tuesday....

The Bullish Case for Microsoft: ‘You Don’t Want To Bet Against Them’, Says Money Manager

January 15, 2024

Liz joined BNN’s The Open to discuss Microsoft, as it recently surpassed Apple as the most valuable stock. Watch the full...

2024 Five Star Professional

January 1, 2024

We are very proud to share that Liz Miller has been named a Five Star Professional for Wealth Management for the eighth year in a...

Investment Outlook, December 2023

December 20, 2023

With 2023 almost behind us, the U.S. economy has avoided the potential recession that dominated headlines a year ago. Our Federal...

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