Continue to Broaden Portfolio by Adding Names like Welltower

Continue to Broaden Portfolio by Adding Names like Welltower

February 3, 2023

Liz joined BNN Bloomberg to discuss her view on the stock market as investors digest the latest employment data and tech...

Big Tech Stocks ‘Still Have Upside’

January 30, 2023

Liz joined Reuters to discuss the market noting that we may see some volatility in big tech as earnings reports are announced,...

Market Won’t be ‘Devastated’ by a Half-point Rate Hike

January 30, 2023

Liz joined Reuters to discuss the upcoming February 1st announcement on rate hikes, noting that while investors are clearly...

Finding Opportunity in Names like Zoetis and Welltower Amid Inflationary Period

January 19, 2023

Liz joined BNN Bloomberg for her view on the market, noting that clearer Fed Policy has lead to more market optimism from...

Member Spotlight: Meet Liz Miller

January 18, 2023

The Co-Co, a community focused collaborative co working space recently highlighted Liz in their member spotlight. Read the full...

2023 Five Star Professional

January 1, 2023

We are very proud to share that Liz Miller has been named a Five Star Professional for Wealth Management for the seventh year in...

2022 Corporate Citizen Of The Year Finalist!

December 29, 2022

We are very proud to announce Summit Place Financial Advisors has been named a finalist as NJBIZ’s 2022 Corporate Citizen of...

You Need To Be A Long-term Investor In Markets Like This

December 28, 2022

Liz joined BNN Bloomberg for her view on markets as investors prepare to end a losing year for stocks, noting markets may be...

Investment Outlook, December 2022

December 28, 2022

After two historically strong years in the stock market, 2022 was a difficult and disappointing year. As our Federal Reserve...

Stocks Rise on CPI Data but Fed Concerns Persist

December 13, 2022

Liz joined Reuters to discuss the market reaction to the encouraging November CPI data, noting the initial positive reaction was...

Thriving in Turbulent Times

December 9, 2022

Many investors today are survivors of the 2008 bear market and financial crisis, and most all experienced the 2020 COVID market...

Five Year-end Tax and Retirement Conversations

November 28, 2022

Rethinking 65 published Susie McLane’s article “Five Year-end Tax and Retirement Conversations” in which Susie shared 5 key...

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