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...
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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...

Summit Place Launches Learning Center for those Getting Started

February 10, 2017

We know that the internet is full of information to help you with saving, investing, budgeting and a whole range of financial...
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Trusts & Estates Features Article by Liz and the Investment Committee

January 19, 2017

The Trusts & Estates Investment Committee held their annual meeting to discuss significant developments in 2016 and how the...

Happy New Year’s 2017

December 29, 2016

We look forward to 2017 in just a few days with a mix of optimism and trepidation. How can it be otherwise for investors? The...
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Summit Place featured in Financial Planning’s ultimate holiday lists

December 22, 2016

The staff at Financial Planning put together their ultimate holiday gift guide, as well as, greetings card list and featured...

Year End Outlook

December 16, 2016

Since November 9, the stock market has rallied about 5%. I am comfortable with this rally and I am cautiously optimistic that it...

The Importance of Gifting

November 30, 2016

With the holiday season in full swing, most people begin to think about what’s on their loved one’s annual wish list.  While...

Happy Thanksgiving!

November 18, 2016

With the holiday season fast approaching, all of us at Summit Place Financial have much to be thankful for. We are grateful to...