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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How to Buy Your First Home

How to Buy Your First Home

Buying a home is one of the most — if not the most — significant purchases of your adult life. So, you’ll want to make sure you’re really ready. Here are three steps that’ll help you do that: Sort your money out First and foremost, get your finances in order

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We Are Proud to Share Our Support

We Are Proud to Share Our Support

Our clients are some of the most generous people we know. That’s why we are proud to follow their lead as we support efforts to help those affected by Hurricanes Harvey and Irma. We have been relieved to know that our clients are safe and well, and

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Changing Client Needs Create Opportunities

Changing Client Needs Create Opportunities

In the not-too-distant past, financial advisors and clients often focused primarily on investments. Advisers focused on managing investment portfolios toward agreed upon client targets and related asset allocation benchmarks.  The relationship was judged primarily on performance, and good results led to satisfied clients. Today, advisers work in

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Two Standards to Look for in a Financial Advisor

Two Standards to Look for in a Financial Advisor

By Elaine Lee You probably have spent your time working, raising children and maybe even caring for aging parents. You’ve put money away for retirement, saved for college and have emergency funds available. As you think about the future, though, there are nagging questions: Will I be

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Bridging the Generations in Family Finances

Bridging the Generations in Family Finances

Liz Miller President, Summit Place Financial Advisors LLC, Summit, N.J. Education: B.S., Wharton School, University of Pennsylvania; M.A., Columbia University Professional Designation: Chartered Financial Analyst, Certified Financial Planner Background: After college, Ms. Miller headed to Wall Street where she held a variety of roles, including as a

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