Archive for the Our Insights Category

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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Three Ideas for Spring Cleaning Your Finances

Three Ideas for Spring Cleaning Your Finances

Your taxes have just been filed and now it’s time for spring cleaning – clearing out the dirt and clutter in your homes and work space to allow for a chore-free summer. Why not also use this opportunity to “clean” up your finances? With a little annual

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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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Liz featured on MarketWatch for Risk Management

Liz featured on MarketWatch for Risk Management

In a new article for MarketWatch, Liz explored five ways to reduce your exposure to risk. Click here to read her article.    

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Today’s Top Concerns for Successful Families

Today’s Top Concerns for Successful Families

In a new podcast with Financial Planning, Liz discusses the current priorities of multi-generational families. Most often today she hears families trying to balance the joy of giving to future generations with the challenge of passing on strong financial values. Click here to listen to Liz’s interview.

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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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