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

Nearly Half of Older Americans Don’t Have Wills or Estate Plans
February 7, 2019
Elaine Lee discussed the importance of having proper estate planning documents in place with The Street’s Scott Van Voorhis....

Prepare Portfolios for the End of the Cycle
December 12, 2018
Each year, we ring out the old with resolutions for the new. If only the global economy followed the same rule. Read the full...

Time to Buy Bank of America and Merck Shares
October 3, 2018
Liz joined Reuters to discuss the market, noting she expects the market to broaden out to include new leadership from the...

Indexing Capital Gains for Inflation Could Provide Tax Windfall
August 3, 2018
Liz shared her thoughts on Secretary of State Steve Mnuchin’s proposal to index capital gains for inflation with Greg Iacurci...

Review of Reviews: “IP, R.I.P.,” 95 Wash. U. L. Rev. 639 (2017)
July 25, 2018
Liz contributed to Trusts and Estates Magazine’s semiannual reviews, summarizing recent thinking on artistic intellectual...

A Financial Advisor’s Take on Munis
March 15, 2018
Liz joined The Bond Buyer to discuss what clients look for — and what they need — when they buy municipal bonds. Listen to...

These 5 Defensive Moves Can Protect Your Money and Wealth
March 9, 2018
Liz joined This Morning with Gordon Deal to discuss ways to reduce exposure to financial risk. Listen to the full appearance...

Summit Place Recognized for its Corporate Culture
January 25, 2018
Last night Summit Place Financial Advisors was honored to receive a Corporate Culture Award by CEO Report! The award honors...

Last Minute Tips for Paying for College
August 24, 2017
Liz shared her thoughts on last minute tips for paying for college with CNBC’s Jessica Dickler. Read the full article...

Top Picks: April 24, 2017
April 24, 2017
Liz joined BNN Bloomberg to discuss her thoughts on the market after the new presidential administration begins. Watch the full...

To Serve & Protect: Why Munis Are Attractive to Retail
July 21, 2016
Liz joined The Bond Buyer to discuss what retail investors find attractive about municipal bonds in a low yield environment....
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