A Season of Gratefulness

A Season of Gratefulness

November 22, 2021

It feels like the holiday season can’t come soon enough this year! We are ready to celebrate and also move forward with...
Pink piggy bank wrapped in colorful christmas lights with red background

Fourth Quarter Tax Planning Tips

November 16, 2021

With the pending Build Back Better bill changing daily, no one is sure what tax changes may be coming down the...

BNN Bloomberg TV

November 10, 2021

Liz joined BNN Bloomberg to talk about the latest U.S CPI data, the highest in 30 years. Not surprised by the data, Liz reminded...
News anchor and contributor in a discussion

High Earnings Expectations Could Be Detrimental for Markets

October 12, 2021

Liz joined BNN Bloomberg to talk markets as investors get ready to kick off earnings season. Liz noted that given the state of...

So Far, So Good, But Risks Abound

September 30, 2021

After the dramatic and sudden collapse of the global economy last year, The U.S. has spent most of 2021 in recovery mode. ...

Fed Highlight Could Be Dot-Plot, Not Tapering

September 23, 2021

Liz joined BNN to discuss the Fed’s September meeting and whether conversation would focus on tapering or the dot plot, noting...

Silicon Review 50 Most Trustworthy Companies

September 22, 2021

Summit Place Financial Advisors has been included among the 50 Most Trustworthy Companies by Silicon Review.  This is a very...

September Reuters TV

September 18, 2021

This month on Reuters TV, Liz shared that Summit Place was taking profits in oversized positions in anticipation of possible...

Insights Success Profile

September 14, 2021

InsightsSuccess recently profiled Summit Place Financial Advisors as part of their Women in Financial Services series.  We are...

NJCPA Primer on Student Loans

September 1, 2021

The New Jersey Society of Certified Public Accountants (NJCPA) invited Susie to write an article on the very timely and pressing...

Uncertainty May Delay the Fed’s Timeline

August 18, 2021

There is some tilt among Fed governors about when we need to start tapering. As a result, Liz expects a milder statement and for...

What Does the Economic Cycle Look Like for 2021?

August 17, 2021

With investors questioning what is to come, many are asking, "Have we seen a peak?" In Liz's most recent Bloomberg interview, she...

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