Mid-Year Money Matters: Checking Your Financial Pulse
As we reach the midpoint of the year, now may be an ideal time to pause and conduct a thorough financial review. At SignatureFD, we believe wealth management is about…
Latest Industry Insights
Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile®.
THE 8 STEPS TO FINANCIAL READINESS
Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile®.
All Industry Insights
Mid-Year Money Matters: Checking Your Financial Pulse
As we reach the midpoint of the year, now may be an ideal time to pause and conduct a thorough financial review. At SignatureFD, we believe wealth management is about helping our clients achieve a holistic sense of well-being.
Generosity Spotlight – Connor and Sweet Families
At SignatureFD, we believe that generosity can be a powerful tool to build lasting bonds among multiple generations of a family. Explorations of a family’s values, passions, and legacy are…
Philanthropy Tools & Techniques: Legacy Letters
Incorporating generosity into your legacy planning typically involves more than just designating beneficiaries in a will or trust. It’s usually about shaping how you’ll be remembered and living out that…
Navigating the Complexities of Insurance Premiums and Carrier Profitability
In today’s insurance market, many consumers are increasingly concerned about rising premiums while hearing reports of insurance carriers raking in record profits. This apparent paradox raises questions about the dynamics…
LinkedIn Live Replay: C-Suite Gender Pay Gap – Navigating Compensation, Stress & Family Dynamics
Heather Fortner and Nicole Casperson discuss how harnessing community can help women leaders combat inequalities, improve their well-being and impact lasting change.
Quarterly Investment Webcast: Cutting Through the Noise – April 2024
Tony Welch, Chief Investment Officer at SignatureFD, presents an overview of some economic and market data we believe is worth paying attention to, identifying what data may be most impactful to help you sort through the abundance of information available.
An Unconventional Approach to Retirement Planning for Entrepreneurs and Executives
In the wealth management industry, entrepreneurs and executives stand apart. Their financial landscape typically differs from the average investor’s, with a substantial portion of their assets wrapped up in the…
Marriage & Money: Navigating Conflict and Fostering Financial Harmony
Expert behavioral finance guest Dr. Daniel Crosby joins SignatureFD’s Heather Robertson Fortner, CEO, for a live discussion about the underlying psychology of financial behaviors and the ways couples can strengthen…
Monthly Investment Webcast: Cutting Through the Noise – January 2024
Tony Welch, Chief Investment Officer at SignatureFD, presents an overview of some economic and market data we believe is worth paying attention to, identifying what data may be most impactful to help you sort through the abundance of information available.
Multi-Generational Wealth Challenges: Navigating family dynamics and financial futures
Managing multi-generational wealth can be complex in an era of rapid change and evolving family dynamics. The challenges extend beyond the mere preservation of financial assets; they encompass the delicate…
Monthly Investment Webcast: Cutting Through the Noise – December 2023
In our final investment webcast for the year, Chief Investment Officer Tony Welch will provide a recap for 2023 and share his insights into the potential investment landscape for 2024.
A Guide to Navigating Tax Efficiencies for Business Owners
This comprehensive guide delves into some strategies to minimize tax liabilities, helping business owners retain more of their hard-earned capital.
Philanthropy Tools and Techniques: Donor-Advised Funds vs. Private Foundations
What is the difference between a donor-advised fund and a private foundation, and which one should I use for my charitable giving?
Family-Friendly Volunteer Opportunities for the Holidays
The holiday season is a magical time when families can come together to share warmth, love, and the spirit of giving. Whether you’re reuniting with loved ones from afar, welcoming college students back home, or just enjoying a break from work and school, it’s a perfect moment to foster a sense of togetherness and community engagement.
Philanthropy Tools & Techniques: Charitable Remainder Trusts
Learn how you can incorporate your philanthropic goals in your financial planning with a Charitable Remainder Trust.
Inspiring Stories of Generosity
Many individuals and families aspire to create a legacy of generosity and giving back to the community. With the guidance of SignatureFD’s SignatureGENEROSITY team, many clients and their families have embarked on their own journeys of generosity.
Generosity Spotlight – Nonprofit Clients
SignatureFD’s commitment to the nonprofit community extends beyond our team’s significant volunteer efforts and financial support. We are also honored to partner with several nonprofit organizations as clients, whom we serve with the same level of care in investment management and financial planning as our individual and family clients.
Generosity Spotlight November 2023 – John Lert
Since joining the Firm in 2019, our SignatureGENEROSITY team, has worked with dozens of clients to create their own personalized Generosity Blueprints and create meaningful impact in their communities. One client, in particular, has engaged in an especially inspiring journey of generosity.
2023 Year-End Review
As the end of 2023 approaches, we believe now is a great time to review your current financial status and start developing goals for the new year.
2023 Charitable Giving Strategies
As the end of 2023 approaches, charitable giving may be at the forefront of your year-end planning. We’ve identified three key elements we believe are crucial to philanthropic strategies, allowing donors to navigate tax complexities, maximize their charitable contributions, and help ensure a brighter future for the causes they hold dear.