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...
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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...
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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...
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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...
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We Live by Our Values to Best Serve Clients

December 12, 2017

The role of a financial advisor has evolved tremendously over the past 20 years and you may not even realize how a financial...

We Celebrate Thanksgiving by Continuing to Give Back

November 20, 2017

This is the time of year we give thanks. We give thanks that 2017 has been a surprisingly strong year for our country so far,...
financial future

Don’t be Scared of Your Financial Future

October 30, 2017

Halloween may be the “spookiest” time of the year, but we find many people are constantly scared of their financial future....

Tax Moves to Make Regardless of What Happens in Washington

October 25, 2017

Death and taxes are two sure things in life. But steps you make before the end of the year can help mitigate the tax bite you'll...

How to Buy Your First Home

October 12, 2017

Buying a home is one of the most -- if not the most -- significant purchases of your adult life. So, you'll want to make sure...
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We Are Proud to Share Our Support

October 5, 2017

Our clients are some of the most generous people we know. That’s why we are proud to follow their lead as we support efforts to...

Changing Client Needs Create Opportunities

October 3, 2017

In the not-too-distant past, financial advisors and clients often focused primarily on investments. Advisers focused on managing...
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Two Standards to Look for in a Financial Advisor

September 28, 2017

By Elaine Lee You probably have spent your time working, raising children and maybe even caring for aging parents. You’ve...