News & Press

Will The Fed Cut Rates Again – Liz Shares Her Thoughts on Reuters TV

November 4, 2019

Liz was asked to be on hand at Reuters TV for immediate comments on the Fed's latest meeting and rate cut decision.  Check out...
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Should You Take a Pension Payout?

October 14, 2019

Liz Miller was interviewed by CNBC reporter Sarah O'Brien,  discussing the difficulty for GE retirees of choosing a lump-sum or...
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Five Star Professional in Forbes

August 28, 2019

We are very proud to share that Liz Miller has once again been named a Five Star Professional Wealth Manager for 2019 and honored...
Liz Miller interviewed by BNN Bloomberg

Liz Miller joins BNN Bloomberg

August 1, 2019

Liz Miller, president of Summit Place Financial Advisors, joins BNN Bloomberg for her perspective on the Fed's statement and the...
Social security shortfall interview

How to Plan for Social Security Shortfall?

June 10, 2019

The thinking typically goes that boomers have put undue pressure on the system because of the size of their generation. About...

Are you still supporting your college graduate kid? Here’s how to wean them off your money

May 21, 2019

Liz weighed in on financially supporting adult children with USA Today’s Janna Herron. Read the full article...
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Are Americans overly confident about retirement?

April 24, 2019

Sharon Epperson, CNBC’s personal finance expert, invited Liz to weigh in on what Americans can do to better prepare for...
Nightly Business Report with Liz Miller

NBR- Nightly Business Report

April 24, 2019

Are you concerned about social security and whether or not it will be there in the near future?  Liz was invited to speak on...

Your Large Retirement Account – Too Much of a Good Thing?

March 22, 2019

Liz shared with Ezine Articles four ways to maximize retirement saving now while avoiding high income taxes during retirement....

Nearly Half of Older Americans Don’t Have Wills or Estate Plans

February 7, 2019

Elaine Lee discussed the importance of having proper estate planning documents in place with The Street’s Scott Van Voorhis....
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Prepare Portfolios for the End of the Cycle

December 12, 2018

Each year, we ring out the old with resolutions for the new. If only the global economy followed the same rule. Read the full...
Liz interview on Reuters

Liz Appeared on Reuters TV

November 29, 2018

Fed Katayama invited Liz to weigh in on the markets as the recent G20 meeting approached.  All eyes were on U.S/China trade...

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