Did You Leave Behind Your Old 401(K)?
November 12, 2019
I just helped a new client consolidate old 401k accounts. They were tired of the hassle of multiple statements, old...
Putting Candy Aside for the Future
October 14, 2019
When I was a child I went trick or treating with a bright orange plastic pumpkin. Walking around the neighborhood, I might fill...
Quarterly Investment Note
October 6, 2019
The Summer Didn't Change Anything Despite recently disappointing data for the manufacturing sector, the economy over all remains...
How Women Can Change the Financial Statistics
August 2, 2019
Our mothers and grandmothers fought for equal rights over 50 years ago and many things have changed since then for our own...
Building Your Emergency Fund
June 11, 2019
Have you ever considered what you would do in the event you or a family member had an unexpected expense come up? What would...
5 Steps for Taking Care of Mom and Dad
May 9, 2019
We celebrate our moms and dads this month and next. The parents who so tirelessly supported us and became our role models for...
Named Best of Summit for the 5th Year in a Row!
April 26, 2019
We are honored to be recognized in our local community once again for continuing to represent excellence. For the fifth year in a...
Slowing Growth is not a Recession
April 10, 2019
What a difference a quarter makes! The markets started 2019 with a strong rebound that effectively recouped all that was lost in...
Tax Time- For Your Retirement Accounts
March 13, 2019
This is the time of year we reach out to many clients recommending they make an annual contribution to a tax advantaged...
Liz Miller is a Businessweek 500 Top 40 Money Managers for 2019
February 14, 2019
Liz Miller, CFA® &CFP® went to Wall Street as an M&A analyst in the 80s for First Boston. After working as a security...
Talk Money with Your Honey
February 12, 2019
Valentine’s Day is just around the corner and you may be getting ready to make special plans with your loved one. Maybe...
2019 Five Star Professional Wealth Manager
January 30, 2019
We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2019!...