News & Press

taxes blog post

Five Strategies to Help Conquer Taxes

March 5, 2018

Tax season is officially here, and the April 17th deadline to file is getting closer. Have you explored all options to reduce...
stock market volatility

Liz Featured in WSJ Podcasts’ Closing Brief

March 2, 2018

President Liz Miller spoke with WSJ Podcasts’ Charlie Turner on why she thinks market volatility will...

WSJ Radio Features Liz to Discuss Stock Market

January 18, 2018

On Wednesday’s “Closing Bell Brief” on Wall Street Journal radio, Charlie Turner interviewed president Liz Miller on the...

Bridging the Generations in Family Finances

September 27, 2017

Liz Miller President, Summit Place Financial Advisors LLC, Summit, N.J. Education: B.S., Wharton School, University of...

WSJ discusses end of the Trump Trade with Liz

March 22, 2017

Liz joined Charlie Turner of Your Money Matters to discuss whether the market's recent pull back signals the end of the "Trump...

WSJ and Liz discuss her optimism in the stock market

February 17, 2017

John Wordock from Your Money Matters discussed how much longer the stock market rally can last with Liz who is cautiously...

Liz spoke to WSJ about corporate earnings and executive orders

January 31, 2017

Liz joined Charlie Turner of Your Money Matters to discuss how the immigration ban is overshadowing the recent stock market halt....
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Financial Planning interviewed Liz about investing under Trump changes

January 26, 2017

With the Trump presidency underway, Financial Planning asked investors about their concerns regarding the possible repeal of...

WSJ interviewed Liz about if stock gains will continue into the new year

January 3, 2017

Liz joined Your Money Matter's Charlie Turner to discuss whether the post-election stock market rally was overdone. She says that...

Liz joined WSJ to discuss the underlying stock rally

November 30, 2016

Your Money Matters interviewed Liz on Tuesday to discuss if the post Trump stock rally was pulling back. She believes that...
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Financial Planning interviewed Liz about how we help clients after a storm

October 11, 2016

With Hurricane Matthew approaching, Liz spoke to Financial Planning about the steps we keep in place to help clients before and...

Liz discussed her top 3 stock picks on BNN’s Market Call

September 27, 2016

Liz was interviewed on BNN's Market Call about her market outlook and top 3 stock picks. She says that we may already be in an...
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