News & Press

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...

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...

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