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...
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...
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...
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...
U.S. Investors Biggest Concerns for 2015
January 16, 2015
According to the recent CFA Institute Survey of Global Market Sentiment, American investors were bullish about U.S. investments...
Will Oil Prices Lead to a Global Economic Slowdown?
January 7, 2015
For the second year in a row, the economy and the markets turned in surprisingly good performances. During 2014, we saw other...
Liz joins The Street to discuss how durable the economy is
January 7, 2015
See Liz's appearance with Susannah Lee on The Street where she discusses which sectors are worth investing in and which phase of...
Financial Advisor Magazine’s 2014 RIA Ranking
December 14, 2014
We are so proud to be included once again in Financial Advisor Magazine's annual ranking of investment...