5 Steps for Taking Care of Mom and Dad

5 Steps for Taking Care of Mom and Dad

We celebrate our moms and dads this month and next.  The parents who so tirelessly supported us and became our role models for our own parenthood.  As members of the sandwich generation – a demographic age group in our mid-30s to 50s- today we are celebrating both

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Slowing Growth is not a Recession

Slowing Growth is not a Recession

What a difference a quarter makes! The markets started 2019 with a strong rebound that effectively recouped all that was lost in the fourth quarter of 2018. In early January, the Federal Reserve bowed to market pressures and announced it would delay further interest rate hikes and

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Talk Money with Your Honey

Talk Money with Your Honey

Valentine’s Day is just around the corner and you may be getting ready to make special plans with your loved one.  Maybe you’re celebrating Valentine’s Day as a newly married couple or as a newly engaged couple.  Before you move too far into your journey together, share

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2019 Five Star Professional Wealth Manager

2019 Five Star Professional Wealth Manager

We’re thrilled to announce that Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2019! This is the third year in a row that Liz has been selected for this honor.  Given to a select group of individuals, this designation recognizes wealth

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Celebrating 2018!

Celebrating 2018!

  The markets in 2018 have often left us feeling like a ship tossed at sea, and with only a couple days left to go it is still unclear how the markets will end one of the strongest economic years in recent history.  For Summit Place it

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Five Tasks to Add to Your Holiday To-Do List

Five Tasks to Add to Your Holiday To-Do List

We know how busy December can be with the holidays.  Shopping lists, entertaining and prepping the house for guests or your bags for travel- it can all seem overwhelming.  As you navigate your to-do lists, be sure to put a little time into your year-end financial planning

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5 Ways to Do More Good

5 Ways to Do More Good

Five Ways to Do More Good This Year (And Save on Taxes) Michael Bloomberg kicked off Giving Tuesday a little early with his $1.8B gift to his alma mater, Johns Hopkins University.  Giving Tuesday reminds us that the more good we do, the more good there is

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Happy Thanksgiving

Happy Thanksgiving

As firefighters and volunteers from around the country race to California to help devastated communities, we are reminded that understanding and compassion are the true hallmarks of our country. All of us at Summit Place have much to be thankful for this year, and we look forward to

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