Wary About Financials Going into 2022

Wary About Financials Going into 2022
December 9, 2021
Liz joined BNN Bloomberg to share her year-end market views as stocks slip. Liz expressed concern with the strength of financial...

A Season of Gratefulness
November 22, 2021
It feels like the holiday season can’t come soon enough this year! We are ready to celebrate and also move forward with...

Fourth Quarter Tax Planning Tips
November 16, 2021
With the pending Build Back Better bill changing daily, no one is sure what tax changes may be coming down the...

BNN Bloomberg TV
November 10, 2021
Liz joined BNN Bloomberg to talk about the latest U.S CPI data, the highest in 30 years. Not surprised by the data, Liz reminded...

High Earnings Expectations Could Be Detrimental for Markets
October 12, 2021
Liz joined BNN Bloomberg to talk markets as investors get ready to kick off earnings season. Liz noted that given the state of...

So Far, So Good, But Risks Abound
September 30, 2021
After the dramatic and sudden collapse of the global economy last year, The U.S. has spent most of 2021 in recovery mode. ...

Fed Highlight Could Be Dot-Plot, Not Tapering
September 23, 2021
Liz joined BNN to discuss the Fed’s September meeting and whether conversation would focus on tapering or the dot plot, noting...

Silicon Review 50 Most Trustworthy Companies
September 22, 2021
Summit Place Financial Advisors has been included among the 50 Most Trustworthy Companies by Silicon Review. This is a very...

September Reuters TV
September 18, 2021
This month on Reuters TV, Liz shared that Summit Place was taking profits in oversized positions in anticipation of possible...

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...

Uncertainty May Delay the Fed’s Timeline
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...
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