News & Press

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Your Home Sale May Leave You In a Tax Shock. Here’s How To Reduce Your Capital Gains Tax Bill

February 24, 2024

Susie spoke with CNBC to share insights on how home sellers can reduce their home sale profits to help reduce taxes paid on...
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It’s a Mad, Nvidia World

February 22, 2024

Liz spoke with Investment News to share her thoughts on NVDA as the stock rose over 15% after Nvidia’s release of...
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Increasing Wealth Not Calming Younger Investors, Advisors Say

February 21, 2024

Liz spoke with Financial Advisors Magazine to share insights on young inventors, who have seen their wealth rise 80% since...

Wall St. ends higher, lifted by Uber, Lyft, Nvidia

February 14, 2024

Liz joined Reuters to discuss the history and upcoming expectations for NVDA after recent gains, noting that the stock has a long...

Two Stocks to Own Amid Higher Rates, Slowing Growth

February 7, 2024

Liz joined BNN Bloomberg’s The Open to discuss the market as investors begin to navigate earnings season. Watch the full...

S&P 500 Notches Third Straight Record High Close

January 23, 2024

Liz joined Reuters to discuss the stock market after the S&P 500 notched its third straight all-time closing high on Tuesday....

The Bullish Case for Microsoft: ‘You Don’t Want To Bet Against Them’, Says Money Manager

January 15, 2024

Liz joined BNN’s The Open to discuss Microsoft, as it recently surpassed Apple as the most valuable stock. Watch the full...

7 in 10 Americans Stressed Over Holiday Spending, Study Finds

December 12, 2023

Susie shared insights with Insurance Newsnet on how advisors can help clients plan ahead for holiday spending. Read the full...

Financial Advisor on Q3’s ‘Very Strong’ GDP Data

November 29, 2023

Liz joined Reuters to discuss the markets in light of the third quarter GDP revision, noting that while the Nov. 29th revision...

Bullish Call For GE Healthcare and Carlisle as Market Rally Broadens

November 20, 2023

Liz joined BNN Bloomberg to discuss her view on the markets, noting the idea that rate hikes have peaked has driven the recent...

Help Aging Clients Discuss Their Priorities

November 20, 2023

NAPFA Advisor shared Liz's article “Help Aging Clients Discuss Their Priorities” in which she shares 3 important...

Protect Your Firm and Your Clients

October 27, 2023

Rethinking 65 welcomed Susie McLane’s article “Protect Your Firm and Your Clients” in which she shares important...

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