Articles & Videos

Yield Curve Still Signals Market Upside

Yield Curve Still Signals Market Upside

Labor Day traditionally marks the end of the summer market doldrums. Tomorrow trading volume and market news will be back in full swing. The theme this year has certainly been world trade, but the very important side show has been the Federal Reserve and rising interest rates.

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Investment News Article

Investment News Article

Investment News reached out to Liz for her reaction to Washington’s proposal to index investment capital gains for inflation. Investor’s might enjoy lower taxes, but Liz cautions that recent low inflation might not help shorter term investors. Read the article here.

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Five Questions to Ask an Advisor

Five Questions to Ask an Advisor

Finding a trusted financial advisor was already hard. Recently, the court of appeals reversed the pending Department of Labor’s fiduciary rule confusing financial consumers even more. It is critically important to understand if your financial advisor will be acting as a fiduciary for you or, instead, seeking

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2018 Financial Advisor Magazine Ranking

2018 Financial Advisor Magazine Ranking

We are very proud, once again, to be included in Financial Advisor Magazine’s annual ranking of RIA firms including over 700 firms nationwide.  Though we are a small firm by some standards, we have been included for a number of years, particularly due to our boutique niche

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Keeping Your Passwords Safe is More Important than Ever

Keeping Your Passwords Safe is More Important than Ever

Keeping Your Passwords Safe is More Important than Ever (And Easier Too!) Recently we sat down with a client to help them set up our client-only website, MySummitPlace.com.  The client was excited to link all their financial accounts and see their entire net worth picture in one

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Liz and Summit Place Appear in Forbes Listing

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Guiding New Graduates to Financial Success

Guiding New Graduates to Financial Success

New college graduates are on the loose and out building their new work wardrobes for their first job. Are you a proud parent and grandparent? In addition to celebrating with them over parties and gifts, now is the time to give them the gift of financial independence

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Knowledge@Wharton Interviews Liz

Knowledge@Wharton Interviews Liz

Knowledge@Wharton interviewed Liz about her book, Clutter-Free Wealth. Liz shared how focusing on identifiable goals, allows investors to simplify their approach and their portfolios. Clutter-free investors feel confident in their approach and in control of their destiny. Click here to read the article and listen to the

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Barron’s Quoted Liz on Market Performance

Barron’s Quoted Liz on Market Performance

Barron’s recently quoted Liz in their daily market review. Click here to read the article.

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Liz Featured in BNN Bloomberg

Liz Featured in BNN Bloomberg

In a recent interview for BNN Bloomberg’s The Close, Liz discussed why market laggards, such as Bank of America and Procter & Gamble, might belong on investors’ radars. Click here to watch the full interview.

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Summit Place Financial Advisors, LLC

18 Bank Street, Suite 202
Summit, NJ 07901

Ph. 908.517.5880

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