Congratulations to Christine Crigler!

Congratulations to Christine Crigler!

October 1, 2022

We are so proud to share that Christine Crigler, CFP® CPWA® has earned her Certified Private Wealth Advisor®...

With Rates Rising, Now May Be the Time for Intra-family Loans

September 30, 2022

Rethinking 65 published Susie McLane’s article “With Rates Rising, Now May Be the Time for Intra-family Loans” in which...

Stocks End Down Sharply; Investors Fret Over Economy

September 29, 2022

Liz joined Reuters to discuss the market reaction over the economic impact of the Fed's rate hikes, noting that US investors have...

Investment Outlook, September 2022

September 28, 2022

"Keep At It" After an encouraging start to the summer, the markets have tumbled again, dropping almost 8% so far in September...

Slowdown To Get Worse, Invest In Recession Proof Names Like Walmart:

September 13, 2022

Liz joined BNN Bloomberg to share her thoughts on the market outlook as U.S. inflation data rattled markets. Liz noted that even...
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Our Blockchain Crypto Conversation with a Client

September 2, 2022

Not long ago,  a client asked us to have a general discussion with them to help them better understand blockchain technology and...

Wall St Ends Higher, Cisco Systems Shares Jump

August 18, 2022

Liz joined Reuters to discuss a potential upcoming rate hike by the Fed, noting she thinks the Fed will move forward with a .75...

Use This Year’s Volatility to Manage Taxes

August 18, 2022

  The start of this year saw one of the worst years on record for stock market volatility and returns. Now, almost...

Lower Energy Costs to Benefit Travel Names’ Bottom Lines

August 15, 2022

Liz joined BNN Bloomberg to discuss her late summer market outlook as China's economic data drags stocks. Liz noted that even as...

Market Saints Podcast: Interview with Liz

August 14, 2022

Liz joined Market Saints to discuss 15 years of entrepreneurship as the president and founder of Summit place Financial Advisors,...

Chances Are Good That Economic Slowdown Will Be Brief

July 20, 2022

Liz Joined BNN Bloomberg to share her market outlook during this turbulent time, noting that big retailers are already struggling...
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Trust & Estates – Urge Clients to Create Transition Plan

July 15, 2022

This past month, Trust & Estates Magazine published an article Liz wrote entitled “Urge Clients to Create Transition...

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