Archive for the In The Media Category

Investment News Article

Investment News Article

Investment News reached out to Liz for her reaction to Washington’s proposal to index investment capital gains for inflation. Investor’s might enjoy lower taxes, but Liz cautions that recent low inflation might not help shorter term investors. Read the article here.

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2018 Financial Advisor Magazine Ranking

2018 Financial Advisor Magazine Ranking

We are very proud, once again, to be included in Financial Advisor Magazine’s annual ranking of RIA firms including over 700 firms nationwide.  Though we are a small firm by some standards, we have been included for a number of years, particularly due to our boutique niche

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Liz and Summit Place Appear in Forbes Listing

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Knowledge@Wharton Interviews Liz

Knowledge@Wharton Interviews Liz

Knowledge@Wharton interviewed Liz about her book, Clutter-Free Wealth. Liz shared how focusing on identifiable goals, allows investors to simplify their approach and their portfolios. Clutter-free investors feel confident in their approach and in control of their destiny. Click here to read the article and listen to the

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Barron’s Quoted Liz on Market Performance

Barron’s Quoted Liz on Market Performance

Barron’s recently quoted Liz in their daily market review. Click here to read the article.

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Bond Buyer Interviews Liz on 2018 Outlook

Bond Buyer Interviews Liz on 2018 Outlook

In a new podcast interview, Liz sat down with host Chip Barnett to discuss her economic and risk outlook for 2018 as well as how municipal bonds will play a role for investors. Click here to listen to her interview.

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Forbes Interviews Liz on Retirement Savings

Forbes Interviews Liz on Retirement Savings

Liz recently chatted with Forbes to discuss how younger workers should contribute more than just an employers’ match to their retirement accounts if they are to save for a successful future. Click here to read her interview.

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Financial Planning Magazine interviews Liz

Financial Planning Magazine interviews Liz

The Financial Industry Regulatory Authority (FINRA) recently launched a helpline to better assist small firms. In an interview with Financial Planning, president Liz Miller shared her support for easing the complexities of the financial industry’s regulatory compliance. Click here to read the article.

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BNN Interviews Liz for The Close

BNN Interviews Liz for The Close

In a recent TV interview with Business News Network (BNN), president Liz Miller shared her insights on the stock market and investor’s efforts to balance risk and more upside. According to Liz, any number of current risks could launch a correction, but as long as the economy

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WSJ Radio Features Liz to Discuss Stock Market

WSJ Radio Features Liz to Discuss Stock Market

On Wednesday’s “Closing Bell Brief” on Wall Street Journal radio, Charlie Turner interviewed president Liz Miller on the Dow Jones closing above 26,000 for the first time. According to Liz, the rally was partly due to investors – who had been on the sidelines – jumping in

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Summit Place Financial Advisors, LLC

18 Bank Street, Suite 202
Summit, NJ 07901

Ph. 908.517.5880

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