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Investment News includes Liz’s thoughts in Schwab ETF article

February 27, 2015

Trevor Hunnicutt from Investment News quoted Liz in his article about Schwab's Intelligent Portfolio and ETF selection...
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Why We’ve Returned to the Retail Sector

February 26, 2015

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

Show Your Valentine Some Love with Estate Planning

February 11, 2015

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

Liz joins The Street to review how the US dollar is effecting earnings

February 10, 2015

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

On The Street Liz discusses oil prices and the U.S. economy

January 29, 2015

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...

U.S. Investors Biggest Concerns for 2015

January 16, 2015

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

Will Oil Prices Lead to a Global Economic Slowdown?

January 7, 2015

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

Liz joins The Street to discuss how durable the economy is

January 7, 2015

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

Financial Advisor Magazine’s 2014 RIA Ranking

December 14, 2014

We are so proud to be included once again in Financial Advisor Magazine's annual ranking of investment...
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2013 Business of the Year!

January 2, 2014

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

October 9, 2013

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

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