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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No 2008 Repeat!

No 2008 Repeat!

Most recently you heard from me celebrating the 10-year anniversary of the firm.  Those of you that honored me with your trust at the time, recall that it was a very distressing time in the market.  I shared emails such as these every few days as we

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Celebrating 10 Years!

Celebrating 10 Years!

In September 2008 Lehman Brothers declared bankruptcy touching off the worst market rout in our history since the Great Depression. That same day, I resigned my partnership of 14 years to launch a new kind of firm. I had noticed that my clients needed more than investment management; they

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Yield Curve Still Signals Market Upside

Yield Curve Still Signals Market Upside

Labor Day traditionally marks the end of the summer market doldrums. Tomorrow trading volume and market news will be back in full swing. The theme this year has certainly been world trade, but the very important side show has been the Federal Reserve and rising interest rates.

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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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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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