Insights Success Profile

September 14, 2021

InsightsSuccess recently profiled Summit Place Financial Advisors as part of their Women in Financial Services series. We are...

NJCPA Primer on Student Loans

September 1, 2021

The New Jersey Society of Certified Public Accountants (NJCPA) invited Susie to write an article on the very timely and pressing...

August 18, 2021

There is some tilt among Fed governors about when we need to start tapering. As a result, Liz expects a milder statement and for...

August 17, 2021

With investors questioning what is to come, many are asking, "Have we seen a peak?" In Liz's most recent Bloomberg interview, she...

August 12, 2021

You routinely take care of your health and fitness, now it’s time to put a similar plan in place for your finances so that you...

July 7, 2021

In Liz’s recent interview with BNN, she states that the market may be underestimating the strength of the year-over-year...

July 1, 2021

After 15 months of lockdowns, social distancing measures, and the unfortunate widespread human suffering, the world looks to...

June 17, 2021

Following the Fed’s Monetary Policy Statement, Liz believes that the market would have pulled back regardless of the statement....

June 10, 2021

Once again we are excited to maintain our honor as the Best of Summit for Financial Services. While many of our clients live...

June 3, 2021

In 2021, we are noticing that large mega-cap names have been flat to down, which is pulling that rotation in an odd way. Post...

May 26, 2021

Does it feel like your email inbox is being bombarded with more and more junk mail? Do you find yourself wondering which emails...

May 19, 2021

As stocks, cryptocurrencies, and commodities continue to fall, Liz believes that the market is headed for a rotation, not a...

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