Five Tasks to Add to Your Holiday To-Do List

December 6, 2018

We know how busy December can be with the holidays.  Shopping lists, entertaining and prepping the house for guests or your bags...

5 Ways to Do More Good

November 22, 2018

Five Ways to Do More Good This Year (And Save on Taxes) Michael Bloomberg kicked off Giving Tuesday a little early with his...

Happy Thanksgiving

November 15, 2018

As firefighters and volunteers from around the country race to California to help devastated communities, we are reminded that...

No 2008 Repeat!

November 2, 2018

Most recently you heard from me celebrating the 10-year anniversary of the firm.  Those of you that honored me with your trust...

Yield Curve Still Signals Market Upside

September 5, 2018

Labor Day traditionally marks the end of the summer market doldrums. Tomorrow trading volume and market news will be back in full...

Investment News Article

August 15, 2018

Investment News reached out to Liz for her reaction to Washington's proposal to index investment capital gains for inflation....
Couple speaking with financial consultant

Five Questions to Ask an Advisor

August 14, 2018

Finding a trusted financial advisor was already hard. Recently, the court of appeals reversed the pending Department of...
women, investing

Keeping Your Passwords Safe is More Important than Ever

July 15, 2018

Keeping Your Passwords Safe is More Important than Ever (And Easier Too!) Recently we sat down with a client to help them set up...

Guiding New Graduates to Financial Success

June 14, 2018

New college graduates are on the loose and out building their new work wardrobes for their first job. Are you a proud parent and...
stock market

Barron’s Quoted Liz on Market Performance

May 25, 2018

Barron’s recently quoted Liz in their daily market review. Click here to read the...
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...

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...