Latest Industry Insights

3 darts are in the bullseye of a dartboardGrowth

Strategic Wealth Design: Evaluating Investment Alternatives for High- Net-Worth Portfolios

Strategic Wealth Design: Evaluating Investment Alternatives for High-Net-Worth Portfolios For many high earners, there comes a point where traditional, publicly traded investments represent only one part of a complete strategy.…
A calculator, stacks of coins, a compass, magnifying glass sit on a clipboard next to a piggy bank.Planning

Strategic Growth in Volatile Markets: Turning Headline Noise into Decision-Making Clarity

Strategic Growth in Volatile Markets: Turning Headline Noise into Decision-Making Clarity A senior executive recently came to us during a period of significant market volatility. Driven by a string of…
A cup of coffee and a pen sit on top of a hand drawn diagramPlanning

Financial Goal-Setting That Sticks: Ways to Build a Plan Grounded in Purpose

Do you find yourself longing to be more financially secure? It’s a fundamental aspiration, but for many, the path to achieving it feels frustratingly vague. Being “financially secure” means different…

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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What if Everyone was Intentionally Generous Every day?


It’s hard to believe, but the holiday season is almost upon us. With those celebrations often comes thoughts of giving to others.

Ep #04: Signature Generosity with Elizabeth Burdette


In this episode, Signature Generosity’s Director of Client Engagement, Elizabeth Burdette, talks about the importance of intentional giving and planning your generosity in a meaningful and impactful way. Within SignatureFD,…

Have You Done Your “Wealth Health” Check Up?


It’s helpful to stay on top of our physical health: exercise, eat right, get our annual physicals. But many of us tend to neglect our financial fitness. This is especially…

Exploring LLCs for Marketing and Endorsement Dollars


Do I need to set up an LLC for my marketing and endorsement dollars? Professional athletes ask us this question all the time. While many athletes choose to set one up, it’s not…

SignatureGENEROSITY featured on Frazier and Deeter’s “Business Beat” Radio Show


SignatureFD’s Blair Cunningham and Elizabeth Burdette recently joined Frazier & Deeter’s “Business Beat” radio show to discuss our philosophy that net worth involves more than money, but also purpose, generosity,…

Do Professional Athletes Need Mentors?


First, let’s be clear about what mentoring is. It’s a process for the informal transmission of knowledge, social capital, and the psychosocial support perceived by the recipient as relevant to work,…

Executive Insights: Quick Guide to 83(b) Election


Section 83 of the IRS tax code governs the timing and amount of compensation income that is taxable to a taxpayer. This section is essential to executives as they have…

Executive Insights: 8 Things to Know about Deferred Compensation Plans


As a top executive in your company, your salary package includes both a base salary and deferred compensation, which is compensation that is set aside to be paid later. There are two types of deferred compensation: qualified deferred compensation (QDC) and non-qualified deferred compensation (NQDC). Below are a few things it can be helpful to be mindful of with the different types of deferred compensation.

More than an Athlete – Role vs. Identity


If you are a sports fan, then the concept of “More than an Athlete” probably isn’t new to you. An increasing number of professional athletes have leveraged their platform, influence,…

What you need to know about double tax traps on shares from equity compensation


Is it possible you paid tax twice on your equity compensation and did not know it? If your CPA was calculating your tax liability of the 1099-B provided by the brokerage firm administering your equity compensation plan, the answer is yes.

VIDEO: What’s Your Net Worthwhile?


We asked random strangers in Piedmont Park (Atlanta, GA), “What’s your Net Worthwhile?” Watch our latest video to see how they answered.

ESTATE PLANNING BASICS: ASSET TRANSFERS AND THE FINANCIAL IMPLICATIONS (Part 2/3)


In part 2 of this three part blog series, we will cover how these documents work to help transfer assets.

ESTATE PLANNING BASICS: HOW TO GET STARTED AND WHEN TO REVIEW (Part 3/3)


In this three-part blog series, we answered the questions of why an estate plan is important and what key pieces are necessary to create an effective plan. We learned how…

Safeguarding Your Identity Against Hack Attacks


Every day, it seems like there’s a new headline about another major corporation suffering a data breach. Hackers have launched sophisticated attacks that have endangered the personal information of millions…

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