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
We are so proud to be included once again in Financial Advisor Magazine’s annual ranking of investment advisors.
We are very proud to share that on December 9, 2013, Summit Place Financial Advisors was named “Emerging Business of the Year” for 2013 by NJBIZ. We have built a great team and it is gratifying to be recognized as
We are proud to announce that Liz has been selected by NJ Monthly Magazine for the 2013 Leading Women Entrepreneurs & Business Owners of our state. The mission of LWE is to “commend women entrepreneurs for their service,
