Blog

Trevor Hunnicutt from Investment News quoted Liz in his article about Schwab's Intelligent Portfolio and ETF selection...

Retail stocks typically outperform the most in the recovery stage of an economic cycle.  For this reason, we took profits in...

Estate planning is the process of planning how a person’s assets will  be distributed according to their wishes upon passing....

On The Street Liz discusses how consumer sentiment and retail sales are good indicators of current investment sentiment. See...

Liz tells The Street's Susannah Lee that low oil prices are great for the U.S. economy and that the Fed will focus on our areas...

According to the recent CFA Institute Survey of Global Market Sentiment, American investors were bullish about U.S. investments...

For the second year in a row, the economy and the markets turned in surprisingly good performances.  During 2014, we saw other...

See Liz's appearance with Susannah Lee on The Street where she discusses which sectors are worth investing in and which phase of...

We are so proud to be included once again in Financial Advisor Magazine's annual ranking of investment...

We are very proud to share that on December 9, 2013, Summit Place Financial Advisors was named "Emerging Business of the Year"...

We are proud to announce that Liz has been selected by NJ Monthly Magazine for the 2013 Leading Women Entrepreneurs &...