Gifting Valuable Assets this Holiday Season

December 3, 2015

It’s the gift giving time of year!  Although anyone can write a check to their loved ones or favorite charity, you may want to...

Happy Thanksgiving!

November 20, 2015

Thanksgiving seems to kick off the holiday season for all of us. As we gather to celebrate with family and friends throughout...
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Forbes features Liz in “Five Ways Not to Get Killed when Rates Rise” article

November 9, 2015

Forbes writer Ky Trang Ho featured Liz as a panelist in her article "Five Ways Not To Get Killed When Rates Rise". Liz describes...
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Trust & Estates features Liz’s article on market uncertainty

November 2, 2015

Liz's article for Trust & Estates magazine provides answers to 3 questions facing us in these times of market...

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...
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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...
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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...