Archive for the Our Insights Category

Five Questions to Ask an Advisor

Five Questions to Ask an Advisor

Finding a trusted financial advisor was already hard. Recently, the court of appeals reversed the pending Department of Labor’s fiduciary rule confusing financial consumers even more. It is critically important to understand if your financial advisor will be acting as a fiduciary for you or, instead, seeking

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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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Keeping Your Passwords Safe is More Important than Ever

Keeping Your Passwords Safe is More Important than Ever

Keeping Your Passwords Safe is More Important than Ever (And Easier Too!) Recently we sat down with a client to help them set up our client-only website, MySummitPlace.com.  The client was excited to link all their financial accounts and see their entire net worth picture in one

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Liz and Summit Place Appear in Forbes Listing

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Guiding New Graduates to Financial Success

Guiding New Graduates to Financial Success

New college graduates are on the loose and out building their new work wardrobes for their first job. Are you a proud parent and grandparent? In addition to celebrating with them over parties and gifts, now is the time to give them the gift of financial independence

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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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Liz Featured in BNN Bloomberg

Liz Featured in BNN Bloomberg

In a recent interview for BNN Bloomberg’s The Close, Liz discussed why market laggards, such as Bank of America and Procter & Gamble, might belong on investors’ radars. Click here to watch the full interview.

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Thanks for Investing, Mom: Women are Successful Investors

Thanks for Investing, Mom: Women are Successful Investors

Women have often been the chief investment officers (CIOs) in their family. Today, more than ever, as they manage significant portions of their household finances, they are also playing an active role in investment decisions. A study by Allianz Life Insurance Company of North America found that 53 percent of women report

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Summit Place Financial Advisors Earns “Best of” Award

Summit Place Financial Advisors Earns “Best of” Award

We’re proud to share that we’ve been honored with the 2018 Best of Summit Award in the financial services category for the fourth year in a row! As a national firm dedicated to serving all the wealth needs of our clients and helping them achieve their goals,

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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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