News & Press

If We’re Near the End of a Cycle, It’s a Great Time to Buy a Fund With Small-cap Exposure

September 11, 2023

Liz joined BNN Bloomberg to talk about the current economic environment noting we are remarkedly stable given the skyrocket of...
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3 Offbeat Things Advisors Might See In Client Wills

August 25, 2023

During Make a Will Month, Susie McLane shared insights with Financial Planning on offbeat items advisors may see in client wills....

Retail Sales: ‘Is the Fed Frightened by Good News?’

August 15, 2023

Liz joined Reuters to discuss the market after July’s strong U.S. retail sales data noting that it was good news, but it could...

Strategist on Reasons to Bet on Coca-Cola and Hershey

August 14, 2023

Liz joined BNN Bloomberg to discuss her view on the stock market noting there is conflicting economic data that is confusing the...

Invest in PAWZ as Pet Owners Spend More Money on Companions

July 28, 2023

Liz joined BNN Bloomberg to discuss the market in light of the latest economic data out of the U.S, noting that after the release...

Pick Up Health Care Stocks Before They Catch Up to the S&P Rally

July 19, 2023

Liz joined BNN Bloomberg to discuss the market as earning season kicked off, sharing her take on bank earnings and the financial...

If You Could Go Back in Time 10 Years and Give Yourself Financial Advice, What Would It Be? Insights from Current Financial Advisors and People from All Walks of Life

July 13, 2023

Liz spoke with Advisor Check to share insights on financial advice she would have given herself 10 years ago. Read the full...

Still Bullish on Markets and Betting on Names Like JNJ, Despite More Hikes Ahead

July 7, 2023

Liz joined BNN Bloomberg to discuss the market outlook as the latest jobs data came out of the U.S., noting that although the...
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6 Ways Advisors Can Prep Clients Before Student Loan Payments Restart this Fall

June 22, 2023

Susie McLane shared insights with Financial Planning on preparing to resume student loan payments this fall. Read the full...

Have These Conversations Now With Clients About Their Parents

June 21, 2023

Rethinking 65 welcomed Susie McLane’s article “Have These Conversations Now With Clients About Their Parents” in which she...

Bullish Case for Target Amid Economic Uncertainty

June 16, 2023

Liz joined BNN Bloomberg for her view on the markets. She discussed how central banks divergence will impact investors and noted...

Commodities Less Appealing Now

June 7, 2023

Liz joined Reuters to discuss the current market, noting she is rethinking commodity commitments as more balance comes into...

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