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...
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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...
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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...
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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!...