Turning to Spring Cleaning? Add Your Finances

Turning to Spring Cleaning? Add Your Finances

April 30, 2020

Maybe you haven’t noticed that Spring is upon us.   In social isolation,  though, perhaps you have taken on even more spring...

Too Far, Too Fast

April 17, 2020

Liz shared with BNN Bloomberg her thoughts on the market rebound and  current sectors for investment opportunities. See...

Retail Sales Data Shows Market Ahead of Itself

April 15, 2020

Liz shares with Reuters that the market pullback after a record drop in U.S. retail sales and a plunge in factory output is a...
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Quarterly Investment Outlook

April 6, 2020

As this quarter ended, we all endured a month with some of the worst and best single days in stock market history. The S&P...
stock market volatility

Volatility Continues

March 17, 2020

This is usually the week I start penning my quarterly investment newsletter.  Like many of you, we are working from home and...
stock market volatility

Market Looks like a Panic- 3/12/2020

March 12, 2020

I thought yesterday looked like a classic "panic" market, moving down way ahead of information. Such are event driven bear...

Early Thoughts on Market Volatility in 2020

February 27, 2020

As of this morning, the equity market is down over 10% from its recent high, a correction by some definitions. As I have shared...

Balance Strong Tech with Safety

February 22, 2020

Liz appeared on Reuters TV sharing how the firm is participating in the market strength but assuring that portfolios have...

Valentine’s Day is for Love (and Life Insurance)

February 10, 2020

Are you debating between candy or flowers this Valentine’s Day?  We are all getting more and more creative in the ways we tell...
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Do You Need a Personal Money Manager

February 5, 2020

You have a financial advisor, but perhaps you or a loved one could benefit from a Personal Money Manager Read the article...

2020 Five Star Professional

January 31, 2020

We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2020!...

What You Need to Know about the SECURE Act

January 15, 2020

The new Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was passed with the goal of making it easier...

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