Tax Time- For Your Retirement Accounts

Tax Time- For Your Retirement Accounts

This is the time of year we reach out to many clients recommending they make an annual contribution to a tax advantaged retirement account.  Saving for retirement- or whatever that next phase of life may be- is generally the most important long-term goal for every investor.  It

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Talk Money with Your Honey

Talk Money with Your Honey

Valentine’s Day is just around the corner and you may be getting ready to make special plans with your loved one.  Maybe you’re celebrating Valentine’s Day as a newly married couple or as a newly engaged couple.  Before you move too far into your journey together, share

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2019 Five Star Professional Wealth Manager

2019 Five Star Professional Wealth Manager

We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2019! This is the third year in a row that Liz has been selected for this honor.  Given to a select group of individuals, this designation recognizes wealth

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Celebrating 2018!

Celebrating 2018!

  The markets in 2018 have often left us feeling like a ship tossed at sea, and with only a couple days left to go it is still unclear how the markets will end one of the strongest economic years in recent history.  For Summit Place it

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Five Tasks to Add to Your Holiday To-Do List

Five Tasks to Add to Your Holiday To-Do List

We know how busy December can be with the holidays.  Shopping lists, entertaining and prepping the house for guests or your bags for travel- it can all seem overwhelming.  As you navigate your to-do lists, be sure to put a little time into your year-end financial planning

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5 Ways to Do More Good

5 Ways to Do More Good

Five Ways to Do More Good This Year (And Save on Taxes) Michael Bloomberg kicked off Giving Tuesday a little early with his $1.8B gift to his alma mater, Johns Hopkins University.  Giving Tuesday reminds us that the more good we do, the more good there is

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Happy Thanksgiving

Happy Thanksgiving

As firefighters and volunteers from around the country race to California to help devastated communities, we are reminded that understanding and compassion are the true hallmarks of our country. All of us at Summit Place have much to be thankful for this year, and we look forward to

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No 2008 Repeat!

No 2008 Repeat!

Most recently you heard from me celebrating the 10-year anniversary of the firm.  Those of you that honored me with your trust at the time, recall that it was a very distressing time in the market.  I shared emails such as these every few days as we

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Celebrating 10 Years!

Celebrating 10 Years!

In September 2008 Lehman Brothers declared bankruptcy touching off the worst market rout in our history since the Great Depression. That same day, I resigned my partnership of 14 years to launch a new kind of firm. I had noticed that my clients needed more than investment management; they

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