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...
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...
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...
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...
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...
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...