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...

Markets Still Sound

May 27, 2015

Markets still sound. Yesterday was a full day of economic data. The Purchasing Managers' Index, durable goods orders and even...

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...