college, education, degree, tuition

Last-Minute Tips for Paying for College

August 24, 2017

With orientation underway at many schools, families with college-bound kids are suddenly feeling the enormous weight of those...

Congratulations to Elaine Lee!

August 17, 2017

We’re proud to share that Elaine Lee has earned her CERTIFIED FINANCIAL PLANNER™ certification! The CFP® certification...
White piggy bank tipped over with pennies pouring out

Planning on Retiring Early? Use These Three Retirement Savings Strategies

August 10, 2017

Retirement account rules are stacked against early retirees. People may face a 10 percent early withdrawal penalty if they take...
American registry

Summit Place Financial Advisors Honored by American Registry

August 2, 2017

  We’re thrilled to announce that Summit Place Financial Advisors has been recognized as one of “America’s Most...

A Memorable Trip to The Chautauqua Institution

July 31, 2017

By Pearce Landry-Wegener For the past 14 years, our president Liz Miller has spent a few weeks of her summer teaching courses at...
learning center, education

Planning Your Legacy and Future Lifestyle? Check Out Our Learning Center

June 28, 2017

Planning your future lifestyle and eventual legacy isn’t easy and can be even more challenging for those unsure of where to...
Young business people in distress

Personal Finance Mistakes Grads Make on Their First Job

June 21, 2017

Graduation season is here and young adults will soon enter the workforce. Now, these professionals will need a strategic plan to...

Is Amazon’s Stock Too Expensive?

June 20, 2017

Amazon recently reached $1,000-per-share - even before Amazon announced its intention to buy Whole Foods, the company was a...

What You Need to Know About ESG Investing

June 2, 2017

Over the past twenty years, there has been a slow but steady trend emerging among financial services: An ESG investing approach...
prediction for investors on U.S. equity market

The Future of the U.S. Equity Market: Prediction for Investors

April 28, 2017

  There’s one thing investors need to know about the future of the U.S. equity market: Our prediction is that it will...

Celebrating Literacy Day

March 30, 2017

5 Steps to Passing on Money Know-How Contributed today by Robyn Ulrich:   Pass the Cake Of all the holidays or special...

It’s That Time of the Year Again

March 7, 2017

It’s that time of year again – tax time. In between recovering from Mardi Gras and celebrating St. Patrick’s, it is a good...