Nearly Half of Older Americans Don’t Have Wills or Estate Plans

Elaine Lee discussed the importance of having proper estate planning documents in place with The Street’s Scott Van Voorhis....

Each year, we ring out the old with resolutions for the new. If only the global economy followed the same rule. Read the full...

Liz joined Reuters to discuss the market, noting she expects the market to broaden out to include new leadership from the...

Liz shared her thoughts on Secretary of State Steve Mnuchin’s proposal to index capital gains for inflation with Greg Iacurci...

Liz contributed to Trusts and Estates Magazine’s semiannual reviews, summarizing recent thinking on artistic intellectual...

Liz joined The Bond Buyer to discuss what clients look for — and what they need — when they buy municipal bonds. Listen to...

Liz joined This Morning with Gordon Deal to discuss ways to reduce exposure to financial risk. Listen to the full appearance...

Last night Summit Place Financial Advisors was honored to receive a Corporate Culture Award by CEO Report! The award honors...

Liz shared her thoughts on last minute tips for paying for college with CNBC’s Jessica Dickler. Read the full article...

Liz joined BNN Bloomberg to discuss her thoughts on the market after the new presidential administration begins. Watch the full...

Liz joined The Bond Buyer to discuss what retail investors find attractive about municipal bonds in a low yield environment....