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!...
Make Estate Planning Part of Your 2019 New Year’s Resolution
January 15, 2019
When most people think about New Year’s resolutions, updating their estate planning documents doesn’t come to mind. For 2019,...
Celebrating 2018!
December 29, 2018
The markets in 2018 have often left us feeling like a ship tossed at sea, and with only a couple days left to go it is...
Five Tasks to Add to Your Holiday To-Do List
December 6, 2018
We know how busy December can be with the holidays. Shopping lists, entertaining and prepping the house for guests or your bags...