News & Press

Fed’s Latest Statement Discussed with Reuters

September 15, 2020

Liz joined Reuters right after the Federal Reserve released its meeting notes.  She shares with her concern for the future risks...

Investors Taking it Day-by-Day Amid Uncertainty

August 7, 2020

Liz joined BNN Bloomberg to discuss investing amid uncertainty, the strength of the technology and healthcare sectors, and the...

Economic Recovery Needs to Fill the Last Mile

June 17, 2020

Liz shared with Reuters TV her thoughts about the market's  short-term  bounce and the last-mile for a long-term...

Market Positioning As Stocks Climb

June 16, 2020

Liz joined BNN Bloomberg to share her thoughts on the recent market volatility and her predictions for the future. See...

Does Value Need Redefined- Reuters TV

May 20, 2020

As Liz joined Reuters TV this month, she discussed whether traditional definitions of value investing might need to be...

Too Far, Too Fast

April 17, 2020

Liz shared with BNN Bloomberg her thoughts on the market rebound and  current sectors for investment opportunities. See...

Retail Sales Data Shows Market Ahead of Itself

April 15, 2020

Liz shares with Reuters that the market pullback after a record drop in U.S. retail sales and a plunge in factory output is a...

Balance Strong Tech with Safety

February 22, 2020

Liz appeared on Reuters TV sharing how the firm is participating in the market strength but assuring that portfolios have...
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Do You Need a Personal Money Manager

February 5, 2020

You have a financial advisor, but perhaps you or a loved one could benefit from a Personal Money Manager Read the article...

BNN Bloomberg Interviews Liz

December 23, 2019

While there was a lot of uncertainty in 2019 many investors have been pleasantly surprised.  Hear what Liz has to say about the...

Liz Appeared on Reuters

December 23, 2019

Liz weighed in on why there's not much uncertainty about the impeachment vote, but investors should focus on policies instead. ...

Liz named to CFP Board’s Board of Directors

December 2, 2019

We are extremely proud to share that Liz has been elected to the Board of Directors of CFP Board. Click here to read the full...
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