Newsday article about 529 plans featured Liz’s thoughts

June 15, 2016

Liz quoted in Newsday article about student debt and 529 plans. In it she says plans can vary by state due to fees and...
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U.S. News & World Report quoted Liz on prepaid tuition

June 6, 2016

U.S. News & World Report's Jeff Brown featured Liz in his article about how prepaid tuition is still an option for college...

Women Already Are Investing And They Are Pretty Darn Good At It. Carry On!

May 27, 2016

With the latest attention on women from the financial industry, you might think most women do not participate in investing.  As...
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InvestmentNews features Pearce in recent article

April 26, 2016

Last year's Supreme Court ruling on gay marriage presented tax issues for recently married same-sex couples. Greg Iacurci reached...
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Pearce quoted in “How to Retire Without a 401k”

April 25, 2016

Pearce was quoted in Ryan Derousseau's article for US News & World Report about how workers without a 401k can plan for their...
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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...