Trust & Estates Magazine featured Liz’s review of “Probate Law Meets the Digital Age” about how fiduciaries will need to increasingly access digital content owned by their clients. Read Article Here
Trevor Hunnicutt from Investment News quoted Liz in his article about Schwab’s Intelligent Portfolio and ETF selection criteria. Read Article Here
Retail stocks typically outperform the most in the recovery stage of an economic cycle. For this reason, we took profits in most of our retail holdings in late 2013. In recent months, however, the retail sector has become attractive again. Even though we have moved into the
After Target’s Canadian write-off, Liz is confident about keeping her interest in the company. To view her comments on retail and what other sectors interest her click here: BNN 2015-02-25
Estate planning is the process of planning how a person’s assets will be distributed according to their wishes upon passing. By putting an estate plan in place you have taken the necessary legal steps to set your financial affairs and family priorities in order. Once starting a
On The Street Liz discusses how consumer sentiment and retail sales are good indicators of current investment sentiment. See Liz’s interview with Susannah Lee below. Click here: The Street 2015-02-10
Liz tells The Street’s Susannah Lee that low oil prices are great for the U.S. economy and that the Fed will focus on our areas of strength in the market. Watch below for Liz’s interview. Click here: The Street 2015-01-28
According to the recent CFA Institute Survey of Global Market Sentiment, American investors were bullish about U.S. investments in 2014, but in regards to prospects for global economic growth in 2015 they remain cautious. The organization surveyed 5,259 of its global members and compared the results from
See Liz’s appearance with Susannah Lee on The Street where she discusses which sectors are worth investing in and which phase of the economic recovery we’re currently in. Watch the video to see her thoughts. Click here: The Street 2015-01-07
For the second year in a row, the economy and the markets turned in surprisingly good performances. During 2014, we saw other economies struggle and stumble, while the U.S. plodded forward emerging perhaps as one of the most durable economies in the globe right now. However, as
