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....
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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...
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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...
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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...
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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...
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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...
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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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