Latest Industry Insights

SignatureGENEROSITY
November 30, 2022

2022 Charitable Giving Strategies

As the end of 2022 approaches, charitable giving may be at the forefront of your year-end planning. Before donating, it is important to review the increased standard deduction thresholds to…
SignatureFD
November 19, 2022

SignatureFD’s Matt Barber Pens Article for Entrepreneur Magazine

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…
SignatureGENEROSITY
November 18, 2022

SignatureFD Gives Back

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,…

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™.

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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™.

DOWNLOAD NOW

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November 30, 2022

2022 Charitable Giving Strategies


As the end of 2022 approaches, charitable giving may be at the forefront of your year-end planning. Before donating, it is important to review the increased standard deduction thresholds to gift in a tax-efficient manner.

November 19, 2022

SignatureFD’s Matt Barber Pens Article for Entrepreneur Magazine


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.

November 18, 2022

SignatureFD Gives Back


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.

November 9, 2022

2022 Elder Care Planning Summit


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.

October 28, 2022

Monthly Investment Webcast: Cutting Through the Noise – October 2022


Q3 earnings season is well underway, giving us a good view on the underlying health of the economy.

October 12, 2022

SignatureFD CEO focuses on ‘net worthwhile’ amid high inflation, stock market volatility


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.

October 4, 2022

Creating Your Legacy: Critical Questions to Answer When Drafting Your Buy-Sell Agreement


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?

September 27, 2022

EXECUTIVE INSIGHTS: STOCK TRAPS TO AVOID IN YOUR COMPANY’S SALE OR IPO


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.

EXECUTIVE INSIGHTS: HOW TO SELL/EXERCISE/BUY COMPANY STOCK OUTSIDE OF THE TRADING WINDOW


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.

September 21, 2022

Monthly Investment Webcast: Cutting Through the Noise – September 2022


Mid-term election years tend to be difficult for the market and 2022 has been no different. What might we expect from here?

August 31, 2022

Monthly Investment Webcast: Cutting Through the Noise – August 2022


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?

July 21, 2022

Podcast Recap: Why Does Net Worthwhile Matter?


SignatureFD’s CEO, Heather Fortner, recently sat down with The Business of Intuition Podcast to discuss activating wealth and our unique brand promise: Net Worthwhile™.

May 27, 2022

Elder Care Checklist


In addition to raising children and getting them prepared for the adult world, a lot of us are also dealing with (or starting to deal with) caring for aging parents.

August 31, 2022

SignatureFD CEO Pens Article for Inc. Magazine


It’s important that leaders have an “emotional intelligence toolbox” to pull from, so they can support their team while also keeping themselves grounded and healthy amidst it all. As a leader, these are my five go-to tools for personal and professional situations.

May 4, 2022

SignatureFD CEO Pens Article for Inc. Magazine


What Comes After the Glass Ceiling Is Broken: 5 strategies for fulfilling the duty leaders have to women and people of color

November 24, 2021

SignatureFD Celebrates Giving Tuesday


You are undoubtedly familiar with Black Friday and Cyber Monday, but have you heard of Giving Tuesday? Created in 2012 at the 92nd Street Y and its Belfer Center for Innovation & Social Impact…

October 22, 2021

Holistic Wealth Management with Heather Fortner


SignatureFD’s CEO Heather Robertson Fortner talks about SignatureFD’s brand promise Net Worthwhile and how it helps connect the pieces of wealth, so they can work more intentionally.

October 20, 2021

Empower to In Power #7: Changing Lives by Providing Shelter with Lisa Gordon


Lisa Gordon, CPA, is President and Chief Executive Officer of Atlanta Habitat for Humanity, one of the top 10 Habitat for Humanity International affiliates in the United States. She is…

October 6, 2021

Unraveling the Mysteries of Medicare


We are helping to break down some of the complexities of Medicare.

October 5, 2021

Short and Long-Term Cash Investing Strategies


So, you’ve got some extra cash, and you want to leverage it in a way that can support you in growing, protecting, giving, and living your wealth to the fullest.

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