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BNN Interviews Liz for The Close

BNN Interviews Liz for The Close

In a recent TV interview with Business News Network (BNN), president Liz Miller shared her insights on the stock market and investor’s efforts to balance risk and more upside. According to Liz, any number of current risks could launch a correction, but as long as the economy

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Three Tips to Discuss Money with Adult Children

Three Tips to Discuss Money with Adult Children

It’s the New Year and time for resolutions. How about making this the year you discuss money and good financial habits with your adult children? We all hope that our financial values have been passed down, but it is difficult sometimes to discuss personal finances with adult

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WSJ Radio Features Liz to Discuss Stock Market

WSJ Radio Features Liz to Discuss Stock Market

On Wednesday’s “Closing Bell Brief” on Wall Street Journal radio, Charlie Turner interviewed president Liz Miller on the Dow Jones closing above 26,000 for the first time. According to Liz, the rally was partly due to investors – who had been on the sidelines – jumping in

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Summit Place Included in Financial Advisor’s RIA Survey & Ranking 2017

Summit Place Included in Financial Advisor’s RIA Survey & Ranking 2017

What does it take to become a successful and growing registered independent advisor (RIA)? Building relationships, strategic planning and a hard-working team, to name a few. That’s why we’re proud to be included in Financial Advisor Magazine’s annual ranking as one of the top RIAs in the

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Why Some Tax Strategies Should Wait Until Next Year

Why Some Tax Strategies Should Wait Until Next Year

The Senate and the House closed in on a final version of the tax bill on Friday, as Republican leaders stay on track for final votes on the consensus bill next week. Some tempting planning opportunities might come to fruition next year, but tax advisers suggest that

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We Live by Our Values to Best Serve Clients

We Live by Our Values to Best Serve Clients

The role of a financial advisor has evolved tremendously over the past 20 years and you may not even realize how a financial advisor can be invaluable to you today. The financial professional of years ago was usually a commissioned broker who helped you with an investment portfolio

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Cards for Clients: Warm Holiday Wishes from Advisors

Cards for Clients: Warm Holiday Wishes from Advisors

It’s the most wonderful time of the year. The holidays are upon us and that means it’s time for bright lights, cheerful decorations, sweet treats and of course jovial holiday greeting cards that can bring a warm smile on the most wintry of December days. Check out

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We Celebrate Thanksgiving by Continuing to Give Back

We Celebrate Thanksgiving by Continuing to Give Back

This is the time of year we give thanks. We give thanks that 2017 has been a surprisingly strong year for our country so far, even if it hasn’t always felt that way. We give thanks that we still celebrate the diversity of our people and opinions.

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Don’t be Scared of Your Financial Future

Don’t be Scared of Your Financial Future

Halloween may be the “spookiest” time of the year, but we find many people are constantly scared of their financial future. It’s a fact that saving for retirement, setting priorities and managing your spending isn’t easy. While developing smart financial habits takes time and effort, the best

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Tax Moves to Make Regardless of What Happens in Washington

Tax Moves to  Make Regardless of What Happens in Washington

Death and taxes are two sure things in life. But steps you make before the end of the year can help mitigate the tax bite you’ll face come next April. That holds despite the debate over tax reform in Washington. House Republicans hope to introduce a tax

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18 Bank Street, Suite 200
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Ph. 908.517.5880

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