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Enjoy Your Summer While Staying Financially On Track

Enjoy Your Summer While Staying Financially On Track

Summer has been upon us for a full month now and between planned trips, the kids off to camp and getting out to enjoy the nice weather, summer months can really take a toll on your financial discipline. Try following our tips to help keep you on

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WSJ interviewed Liz about Brexit and the immediate future for US stocks

Charlie Turner for WSJ’s What’s News featured Liz in his podcast after the stock market was down a second day in a row following Brexit. She says that U.S. investors are worried and fleeing from the uncertainty since the E.U.’s analysis will be more drawn out than

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Liz quoted in Daily Worth about how much to spend on a home

Daily Worth’s Kelly Burch featured Liz in her article “How Much You Should Really Spend On A House”. She tells her that since banks are in the business of giving out mortgages buyers shouldn’t just jump for the first offer they receive because incomes haven’t been rising

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Newsday article about 529 plans featured Liz’s thoughts

Liz quoted in Newsday article about student debt and 529 plans. In it she says plans can vary by state due to fees and taxes. Read Article Here

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Liz spoke to WSJ’s Your Money Matters about if the Fed will raise interest rates

After the jobs report was released last week Charlie Turner interviewed Liz on how it may effect whether the Fed hikes the interest rates when they meet later this month. She thinks the report will be revised and if employment is strong in June we may see

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U.S. News & World Report quoted Liz on prepaid tuition

U.S. News & World Report’s Jeff Brown featured Liz in his article about how prepaid tuition is still an option for college students. Liz discusses how the guarantee of the cash-out option makes this a worthwhile investment but the fees associated with it also tend to be

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Women Already Are Investing And They Are Pretty Darn Good At It. Carry On!

Women Already Are Investing And They Are Pretty Darn Good At It.  Carry On!

With the latest attention on women from the financial industry, you might think most women do not participate in investing.  As a woman-led firm, we have decided it’s time to set the record straight a bit.  More and more women do take responsibility for their investing and

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WSJ’s What’s News talks to Liz about the rough stock market

After a rough Wednesday for the stock market Liz and John Wordock discuss why stocks were down 1% and how corporation financials may be playing a part in it. Listen to the podcast below for the whole interview. Click here: WSJ What’s News 2016-05-11

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Liz is Welcomed to The National Speakers Association

Liz is Welcomed to The National Speakers Association

Liz was first introduced to The National Speakers Association by the other groups she’s a part of after sharing her yearly trips to speak at The Chautauqua Institute. For the past few years, the New York City chapter has welcomed Liz as a guest and encouraged her

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InvestmentNews features Pearce in recent article

Last year’s Supreme Court ruling on gay marriage presented tax issues for recently married same-sex couples. Greg Iacurci reached out to Pearce to discuss how the tax burden was simpler in certain states as opposed to others. Read Article Here

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18 Bank Street, Suite 202
Summit, NJ 07901

Ph. 908.517.5880

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