While it may seem like a far-off reality, legacy planning for the business you’ve worked hard to build is an essential ingredient in running a successful business for the long haul. Here are some of the key questions to consider when creating your buy-sell agreement.
At SignatureFD, GIVE is one of the four investment pillars we’ve identified that help us approach wealth management from a holistic perspective. Generosity is a core value at our firm, and we are proud to support organizations that help our areas thrive.
The process of elder care planning can feel overwhelming without guidance from experts in the field who have your best interest in mind. Tune in to hear from the best and learn what documents should be in place, what Medicare covers, how to manage care options, and how to begin end-of-life planning.
Q3 earnings season is well underway, giving us a good view on the underlying health of the economy.
SignatureFD’s CEO Heather Fortner sat down with Atlanta Business Chronicle’s Crystal Edmonson for the “On Leadership with Atlanta Business Chronicle” podcast to discuss how SignatureFD works with clients for Net Worthwhile.
So, you’ve done it. Your lifelong dream of being a business owner is now a reality. You’re running a successful company. But have you considered what happens when you’re ready to retire?
When a company is being purchased or going through an initial public offering, executives and employees receiving equity compensation should understand how their shares will be handled before, during, and after the transaction. It is not always what you think, and mistakes can be costly.
There are many challenges facing executives in selling their company stock. Executives serve the needs of their company and its stakeholders. Section 16 reporting executives are often required to hold a particular value of their company stock to show their commitment, but it doesn’t end there.
Mid-term election years tend to be difficult for the market and 2022 has been no different. What might we expect from here?
The stock market has broadly tracked out the pattern of first-half weakness we laid out in our 2022 outlook. Do we believe the strength will continue into year-end?
