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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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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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Summit Place Financial Advisors, LLC

18 Bank Street, Suite 202
Summit, NJ 07901

Ph. 908.517.5880

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