Budgeting Doesn’t Have to be Spooky
October 29, 2015
Many people know they should create a budget but are afraid of it; the thought of gathering lots of data and making decisions...
Ease Your Financial Worries with “Thriving in Turbulent Times”
October 8, 2015
Our white papers at Summit Place are designed to highlight financial topics important to clients and visitors. We consistently...
Beneficiary Strategies for 529 Plans
September 16, 2015
529 plans can be an attractive vehicle to save for higher education expenses. The plans are tax deferred while invested, and...
Liz’s article published in Financial Planning
September 2, 2015
Liz's article about the importance advisors should place on working with multiple generations has been featured in this month's...
Take a Break from the Markets this Labor Day
September 2, 2015
As Labor Day brings about the end of summer, Americans traditionally mark the extra day off with parades, barbeques and other...
Summer’s Over and School’s in Session!
August 26, 2015
With classes starting at colleges and universities all across the country, many incoming freshmen are leaving home and living on...
Market Perspective
August 13, 2015
After a summer of few market changes the Chinese government has thrice devalued its currency setting off market declines around...
2015 Best of Summit Award in Financial Services
July 30, 2015
Although Summit Place Financial is a national company with clients and relationships all over the United States, we are honored...
Liz discusses why the healthcare sector has been performing so well on BNN’s The Street
July 28, 2015
On BNN's The Street, Liz explains that we must look at the healthcare sector as a whole to understand why pharmaceutical...
Take Charge of Your Financial Independence this Summer
July 17, 2015
Summer is full of barbeques, get-togethers, and celebrations regarding our independence, which makes it the prefect time to think...
Exchange Traded Funds (ETFs): The Basics
July 2, 2015
Lately, financial advertising has been packed with stories about the newest exchange traded fund (ETFs) and its many benefits....
The Retail Sector Makes a Strong Comeback
June 18, 2015
In a stock market with many ups and downs these past few months, it comes as a relief to see how positively the retail sector has...