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
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.
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.
October 4, 2021
SignatureFD Introduces #SignatureStories
We are pleased to introduce SignatureStories, a video series of people discussing their journey of wealth, happiness and ultimately, their NET WORTHWHILE™. Please Note: No portion of the video content…
September 22, 2021
Investment Options with Private Placement Insurance
Private Placement Insurance (PPI) vehicles have steadily gotten more attention in the high-net-worth space over the past few decades.
September 15, 2021
Empower to In Power #6: Creating Systemic Change with Leslie Turner
Leslie Turner is the former Senior VP of Hershey Company and former Associate General Counsel for the Coca-Cola Company. With over 30 years of legal experience, she has served as…
August 18, 2021
Empower to In Power #5: Creating Opportunities For Women of Color with Audra Cunningham
Audra Cunningham spent more than 20 years working in telecommunications before switching gears in 2008 to pursue a career in commercial real estate. Now she is the first woman to become a…
July 21, 2021
Empower to In Power #4: Overcoming the Fear of Failure with Jolie Weber
A proven leader in building and executing strategic plans that drive revenue growth and productivity (while also increasing employee engagement and loyalty), Jolie Weber is a force to be reckoned…
June 16, 2021
Empower to In Power #3: Becoming a Strong and Authentic Leader with Kathy Waller
Our guest today is Kathy Waller, the former CFO of the Coca-Cola Company. In this episode, she will be explaining the importance of identifying your unique skillset and learning how…
June 9, 2021
The Average NFL Player Could Lose $250K Under Newly Proposed Tax Laws
It feels like we’ve all lived a decade in the last year, doesn’t it? There is no shortage of headlines, stories, and narratives that have filled our televisions, phones, and brains. Most of these are things we will remember and tell our kids and our grandkids.
May 19, 2021
Empower to In Power #2: The Power of Authenticity and Strong Values with Ceree Eberly
We’re so fortunate to have Ceree Eberly with us today. Ceree spent nearly 30 years at Coca-Cola, where she last served for eight years as the Chief People Officer. She…