women, investing

Thanks for Investing, Mom: Women are Successful Investors

May 14, 2018

Women have often been the chief investment officers (CIOs) in their family. Today, more than ever, as they manage significant...

Summit Place Financial Advisors Earns “Best of” Award

April 24, 2018

We’re proud to share that we’ve been honored with the 2018 Best of Summit Award in the financial services category for the...

Three Ideas for Spring Cleaning Your Finances

April 16, 2018

Your taxes have just been filed and now it’s time for spring cleaning – clearing out the dirt and clutter in your homes and...
stock, 2018 outlook

Bond Buyer Interviews Liz on 2018 Outlook

March 29, 2018

In a new podcast interview, Liz sat down with host Chip Barnett to discuss her economic and risk outlook for 2018 as well as how...
retirement

Forbes Interviews Liz on Retirement Savings

March 12, 2018

Liz recently chatted with Forbes to discuss how younger workers should contribute more than just an employers’ match to their...
Hearts inside a shopping cart

Valentine’s Day is for Love (and Life Insurance)

February 12, 2018

The most romantic holiday of the year is here! From flowers to candy, everyone looks for that something special for the love of...

Financial Planning Magazine interviews Liz

January 26, 2018

The Financial Industry Regulatory Authority (FINRA) recently launched a helpline to better assist small firms. In an interview...
NYSE, new york stock exchange

BNN Interviews Liz for The Close

January 22, 2018

In a recent TV interview with Business News Network (BNN), president Liz Miller shared her insights on the stock market and...

Three Tips to Discuss Money with Adult Children

January 19, 2018

It’s the New Year and time for resolutions. How about making this the year you discuss money and good financial habits with...
Hand putting stars on a staircase structure

Summit Place Included in Financial Advisor’s RIA Survey & Ranking 2017

December 28, 2017

What does it take to become a successful and growing registered independent advisor (RIA)? Building relationships, strategic...
calendar, new york times, tax strategies

Why Some Tax Strategies Should Wait Until Next Year

December 16, 2017

The Senate and the House closed in on a final version of the tax bill on Friday, as Republican leaders stay on track for final...
Gold and red present sitting on old piece of wood with evergreen leaves

Cards for Clients: Warm Holiday Wishes from Advisors

December 12, 2017

It’s the most wonderful time of the year. The holidays are upon us and that means it’s time for bright lights, cheerful...