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...

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....
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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...
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Global Asset Allocation

June 9, 2015

Years ago, we talked to clients about stocks assuming that their holdings were dominated by U.S. investments.   If they had any...

On BNN’s The Street Liz discusses her views on auto stocks

June 2, 2015

Liz joined BNN's The Street to share her thoughts on how plummeting oil prices last fall extended the domestic auto and retail...