Spring Cleaning Your Finances

May 8, 2015

While you’re busy with those household spring cleaning tasks, why not take some time to brush out the dust and cobwebs from...

A Strong U.S. Dollar is Ultimately Good for All

April 24, 2015

Since May 2014, the U.S. dollar has strengthened 23% versus the Euro and 15% versus the Japanese yen.  This is good news for US...

National Healthcare Decisions Day

April 20, 2015

April 15 marks the day we complete the annual tradition of paying our taxes. This year, take the time to celebrate April 16 as...

Schwab’s Intelligent Portfolios: Our Take

March 26, 2015

Automated investing platforms, or so-called robo-advisors, have received a lot of attention in the media recently. With their...

Strategies for Filing your Taxes

March 17, 2015

At the beginning of each new year, every adult American begins to think about their taxes; how and when they’re going to file...
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Liz reviewed “Probate Law Meets the Digital Age” for Trust & Estates magazine

March 16, 2015

Trust & Estates Magazine featured Liz's review of "Probate Law Meets the Digital Age" about how fiduciaries will need to...
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Investment News includes Liz’s thoughts in Schwab ETF article

February 27, 2015

Trevor Hunnicutt from Investment News quoted Liz in his article about Schwab's Intelligent Portfolio and ETF selection...
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Why We’ve Returned to the Retail Sector

February 26, 2015

Retail stocks typically outperform the most in the recovery stage of an economic cycle.  For this reason, we took profits in...

On BNN Liz discusses what sectors look good from her buying perspective

February 25, 2015

After Target's Canadian write-off, Liz is confident about keeping her interest in the company. To view her comments on retail and...

Show Your Valentine Some Love with Estate Planning

February 11, 2015

Estate planning is the process of planning how a person’s assets will  be distributed according to their wishes upon passing....

Liz joins The Street to review how the US dollar is effecting earnings

February 10, 2015

On The Street Liz discusses how consumer sentiment and retail sales are good indicators of current investment sentiment. See...

On The Street Liz discusses oil prices and the U.S. economy

January 29, 2015

Liz tells The Street's Susannah Lee that low oil prices are great for the U.S. economy and that the Fed will focus on our areas...