6 Years as Best of Summit

6 Years as Best of Summit

August 15, 2020

We're excited to share that Summit Place Financial Advisors has now been honored in the Business Hall of Fame for their 6th year...

Three Things To Consider Before Buying A Home

August 13, 2020

  With today’s interest rates at historic lows, perhaps you are thinking it is time to buy a home.  This is always a...

Investors Taking it Day-by-Day Amid Uncertainty

August 7, 2020

Liz joined BNN Bloomberg to discuss investing amid uncertainty, the strength of the technology and healthcare sectors, and the...

Quarterly Investment Outlook

June 30, 2020

Are Investors Too Optimistic?  The market’s March decline was on rampant fear without any real data.  As we saw the...

Economic Recovery Needs to Fill the Last Mile

June 17, 2020

Liz shared with Reuters TV her thoughts about the market's  short-term  bounce and the last-mile for a long-term...

Market Positioning As Stocks Climb

June 16, 2020

Liz joined BNN Bloomberg to share her thoughts on the recent market volatility and her predictions for the future. See...

How the CARES Act Benefits You

June 16, 2020

  The Coronavirus Aid, Relief, and Economic Security Act, or what you probably know as the CARES Act, was passed in late...

It’s Impossible Not to Reach Out

June 5, 2020

Two years ago, I launched a mentoring group for undergraduate and early career women interested in the financial services...

Does Value Need Redefined- Reuters TV

May 20, 2020

As Liz joined Reuters TV this month, she discussed whether traditional definitions of value investing might need to be...

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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