Archive for the Our Insights Category

Bridging the Generations in Family Finances

Bridging the Generations in Family Finances

Liz Miller President, Summit Place Financial Advisors LLC, Summit, N.J. Education: B.S., Wharton School, University of Pennsylvania; M.A., Columbia University Professional Designation: Chartered Financial Analyst, Certified Financial Planner Background: After college, Ms. Miller headed to Wall Street where she held a variety of roles, including as a

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MarketWatch Invites Liz to Share Her Goal-oriented Approach

MarketWatch Invites Liz to Share Her Goal-oriented Approach

When financial advisers ask about their clients’ goals, they often hear something like “I want growth with moderate risk.” Trouble is, that’s not a goal. An answer like that can lead to problems both for clients, who may have trouble making decisions about what they want to

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Hurricane Harvey: Helping Clients After the Clouds Clear

Hurricane Harvey: Helping Clients After the Clouds Clear

As Hurricane Harvey bore down on the Texas coastline last week, adviser Liz Miller and her colleagues at Summit Place Financial Advisors in Summit, New Jersey, immediately began calling clients who might be affected. “We reached out proactively to clients in the area checking if they had

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Last-Minute Tips for Paying for College

Last-Minute Tips for Paying for College

With orientation underway at many schools, families with college-bound kids are suddenly feeling the enormous weight of those now-due tuition bills. But it’s not too late to come up with a few last-minute strategies to ease the burden of the sky-high cost of college. Fill out a FAFSA

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Congratulations to Elaine Lee!

Congratulations to Elaine Lee!

We’re proud to share that Elaine Lee has earned her CERTIFIED FINANCIAL PLANNER™ certification! The CFP® certification is the industry standard for professional financial advisors. To earn the designation, professionals must complete university-level financial coursework and pass a six-hour exam covering 72 topics – ranging from risk

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Planning on Retiring Early? Use These Three Retirement Savings Strategies

Retirement account rules are stacked against early retirees. People may face a 10 percent early withdrawal penalty if they take money out of their traditional IRAs before age 59½ and before age 55 with traditional 401(k) plans and other workplace retirement plans. According to Tom Anderson, here

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Summit Place Financial Advisors Honored by American Registry

Summit Place Financial Advisors Honored by American Registry

  We’re thrilled to announce that Summit Place Financial Advisors has been recognized as one of “America’s Most Honored Businesses – Top 10%” by American Registry. This recognition of excellence includes significant mentions in the press and honors by industry peers, trade groups and clients. Given to

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A Memorable Trip to The Chautauqua Institution

A Memorable Trip to The Chautauqua Institution

By Pearce Landry-Wegener For the past 14 years, our president Liz Miller has spent a few weeks of her summer teaching courses at The Chautauqua Institution in upstate New York. Equal parts education, performing arts appreciation and interfaith worship, this unique nonprofit community, founded in 1874, is

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Planning Your Legacy and Future Lifestyle? Check Out Our Learning Center

Planning Your Legacy and Future Lifestyle? Check Out Our Learning Center

Planning your future lifestyle and eventual legacy isn’t easy and can be even more challenging for those unsure of where to begin. Whether thinking about a full retirement, transiting to the next phase in your life, or considering how to fund your loved ones’ education, you are

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Personal Finance Mistakes Grads Make on Their First Job

Graduation season is here and young adults will soon enter the workforce. Now, these professionals will need a strategic plan to stay ahead of their finances. In an interview with Financial Advisor Magazine, wealth management advisor Pearce Landry-Wegner recently shared his insights on common personal finance mistakes new

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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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