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Liz spoke to WSJ’s Your Money Matters about if the Fed will raise interest rates

After the jobs report was released last week Charlie Turner interviewed Liz on how it may effect whether the Fed hikes the interest rates when they meet later this month. She thinks the report will be revised and if employment is strong in June we may see

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U.S. News & World Report quoted Liz on prepaid tuition

U.S. News & World Report’s Jeff Brown featured Liz in his article about how prepaid tuition is still an option for college students. Liz discusses how the guarantee of the cash-out option makes this a worthwhile investment but the fees associated with it also tend to be

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Women Already Are Investing And They Are Pretty Darn Good At It. Carry On!

Women Already Are Investing And They Are Pretty Darn Good At It.  Carry On!

With the latest attention on women from the financial industry, you might think most women do not participate in investing.  As a woman-led firm, we have decided it’s time to set the record straight a bit.  More and more women do take responsibility for their investing and

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WSJ’s What’s News talks to Liz about the rough stock market

After a rough Wednesday for the stock market Liz and John Wordock discuss why stocks were down 1% and how corporation financials may be playing a part in it. Listen to the podcast below for the whole interview. Click here: WSJ What’s News 2016-05-11

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Liz is Welcomed to The National Speakers Association

Liz is Welcomed to The National Speakers Association

Liz was first introduced to The National Speakers Association by the other groups she’s a part of after sharing her yearly trips to speak at The Chautauqua Institute. For the past few years, the New York City chapter has welcomed Liz as a guest and encouraged her

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InvestmentNews features Pearce in recent article

Last year’s Supreme Court ruling on gay marriage presented tax issues for recently married same-sex couples. Greg Iacurci reached out to Pearce to discuss how the tax burden was simpler in certain states as opposed to others. Read Article Here

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Pearce quoted in “How to Retire Without a 401k”

Pearce was quoted in Ryan Derousseau’s article for US News & World Report about how workers without a 401k can plan for their retirement. Pearce discusses how it’s never too early to think about your retirement and that freelancers or consultants can fund a solo 401k to

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Smart Beta: Investment or Marketing Strategy?

Smart Beta:  Investment or Marketing Strategy?

As we’ve discussed in previous posts, exchange traded funds (ETFs) have become one of the more popular tools investors now have in their investment arsenal.  ETFs give investors exposure to the types of assets and markets that they’re looking for, in one of the most tax-efficient and

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Liz tells BNN that the financial and technology sectors still offer buying opportunities

Liz tells BNN that the financial and technology sectors still offer buying opportunities

BNN interviewed Liz on why she still thinks the financial and technology sectors provide buying opportunities for investors. She went on to explain that increasing interest rates are aiding regional banks that offer lending. To watch Liz’s interview, follow the link below: BNN 2016-04-20

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Liz tells The Wall Street Journal that investors are cautiously optimistic

Liz discusses that global uncertainty has kept investors cautiously optimistic now that the markets have stabilized after a volatile start to 2016. Investors now need to decide if they will start to profit from the market or if it’ll continue to reach the highs seen last week,

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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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