Archive for the Our Insights Category

Forbes Interviews Liz on Retirement Savings

Forbes Interviews Liz on Retirement Savings

Liz recently chatted with Forbes to discuss how younger workers should contribute more than just an employers’ match to their retirement accounts if they are to save for a successful future. Click here to read her interview.

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Five Strategies to Help Conquer Taxes

Five Strategies to Help Conquer Taxes

Tax season is officially here, and the April 17th deadline to file is getting closer. Have you explored all options to reduce your tax liability? There may still be strategies worth exploring to boost your refund this year or reduce what you owe. With the many changes

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Valentine’s Day is for Love (and Life Insurance)

Valentine’s Day is for Love (and Life Insurance)

The most romantic holiday of the year is here! From flowers to candy, everyone looks for that something special for the love of their life. This year’s Valentine’s Day, in addition to the romantic gift, why not use the day to think about your life insurance coverage?

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Five Star Professional Honors Liz

Five Star Professional Honors Liz

We’re thrilled to announce that president Liz Miller has been named a Five Star Professional “Five Star Wealth Manager” for 2018! Given to a select group of individuals, this designation recognizes top wealth managers and investment professionals for their knowledge, experience and “exceptional client satisfaction and service.”

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Financial Planning Magazine interviews Liz

Financial Planning Magazine interviews Liz

The Financial Industry Regulatory Authority (FINRA) recently launched a helpline to better assist small firms. In an interview with Financial Planning, president Liz Miller shared her support for easing the complexities of the financial industry’s regulatory compliance. Click here to read the article.

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Summit Place Recognized for its Corporate Culture

Summit Place Recognized for its Corporate Culture

Last night Summit Place Financial Advisors was honored to receive a Corporate Culture Award by CEO Report! The award honors companies in the New York tri-state area that “advocate for both their staff and their organization, recognizing that employees that feel fulfilled and empowered have a greater

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BNN Interviews Liz for The Close

BNN Interviews Liz for The Close

In a recent TV interview with Business News Network (BNN), president Liz Miller shared her insights on the stock market and investor’s efforts to balance risk and more upside. According to Liz, any number of current risks could launch a correction, but as long as the economy

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Three Tips to Discuss Money with Adult Children

Three Tips to Discuss Money with Adult Children

It’s the New Year and time for resolutions. How about making this the year you discuss money and good financial habits with your adult children? We all hope that our financial values have been passed down, but it is difficult sometimes to discuss personal finances with adult

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WSJ Radio Features Liz to Discuss Stock Market

WSJ Radio Features Liz to Discuss Stock Market

On Wednesday’s “Closing Bell Brief” on Wall Street Journal radio, Charlie Turner interviewed president Liz Miller on the Dow Jones closing above 26,000 for the first time. According to Liz, the rally was partly due to investors – who had been on the sidelines – jumping in

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Summit Place Included in Financial Advisor’s RIA Survey & Ranking 2017

Summit Place Included in Financial Advisor’s RIA Survey & Ranking 2017

What does it take to become a successful and growing registered independent advisor (RIA)? Building relationships, strategic planning and a hard-working team, to name a few. That’s why we’re proud to be included in Financial Advisor Magazine’s annual ranking as one of the top RIAs in the

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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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