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.
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
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
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
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
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
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
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
When financial advisers ask about their clients’ goals, they often hear something like “I want growth with moderate risk.” Trouble is, that’s not a goal. An answer like that can lead to problems both for clients, who may have trouble making decisions about what they want to
As Hurricane Harvey bore down on the Texas coastline last week, adviser Liz Miller and her colleagues at Summit Place Financial Advisors in Summit, New Jersey, immediately began calling clients who might be affected. “We reached out proactively to clients in the area checking if they had
