Our Blockchain Crypto Conversation with a Client

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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...

Summer Economic Slowdown

July 12, 2022

As we look to the start of the second half of 2022, the same trends that were playing out in January are still unfolding, and...
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Investment Outlook, July 2022

July 1, 2022

Has 2022 only been six months? The S&P 500 has had its worst start to the year since 1970 and the traditional safety of bonds...

Congratulations to Susie McLane!

June 23, 2022

We are so proud to share that Susie McLane has earned her CERTIFIED FINANCIAL PLANNER™ certification! The CFP®...

The Stock Market Could Perform Well Even in a Recession

June 20, 2022

Liz joined BNN Bloomberg to address investors' concerns about a possible recession, noting the U.S. would likely face a more...

‘Bold’ Fed Rate Hike Will Have Economic Consequences

June 15, 2022

Liz joined Reuters after the Federal Reserve hiked interest rates by 0.75% (the largest interest rate hike since 1994) noting...

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