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Smart Beta: Investment or Marketing Strategy?

April 21, 2016

As we’ve discussed in previous posts, exchange traded funds (ETFs) have become one of the more popular tools investors now have...

Why Should You Care About the DOL Fiduciary Rule?

April 7, 2016

Do you think your financial advisor is bound to work solely in your best interest?  Most clients believe this is true;...
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Author’s Promoter Features Clutter Free Wealth

March 31, 2016

After many years working with clients as a portfolio manager, Liz noticed a growing trend that many highly successful people were...

Liz joined BNN to discuss what sectors she is currently favoring

March 9, 2016

On BNN Liz explains why she sees some opportunity in stocks such as Apple and Oracle and why she is still in favor of certain...

Savvy Approaches to Make the Most of Your Taxes

March 8, 2016

2016 is already off to a quick start and with April 15th getting closer, it’s that time of year again to think about your...
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Liz reviewed an article on modification of irrevocable trusts for Trusts & Estates Magazine

February 24, 2016

Trust & Estates Magazine featured Liz's review of "Sherlock Holmes and the Problem of the Dead Hand: The Modification And...

Everyone Hates this Stock Market

February 24, 2016

We don't think anyone is comfortable or happy that the market volatility continues and portfolio values decline. We know it is...
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Pearce Quoted in InvestmentNews

February 11, 2016

Greg Iacurci from Investment News quoted Pearce in his article "New Rules for Indexed Universal Life Insurance Underscore Due...

The Perfect Valentines Gift: Life Insurance?

February 10, 2016

Flowers and dinner reservations are great in the moment for Valentine’s Day, but as you grow together be sure to also give your...
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Pearce Landry-Wegener profiled in Financial Advisor Magazine

February 2, 2016

Eric Rasmussen from Financial Advisor Magazine wrote an article about Pearce and Summit Place Financial titled "From Footlights...

Discussing Money with Adult Children

January 20, 2016

Your children are now grown and on their own, but perhaps they keep coming to you for some supplemental cash. Maybe you have...

Happy New Year to All!

December 30, 2015

2015 will come to an end in just a few short days and as we look forward to another year with our clients and loved ones we...