Latest Industry Insights

SignatureEXECUTIVE
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…
SignatureEXECUTIVE
September 27, 2022

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…
NET WORTHWHILE
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?

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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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…

April 21, 2021

Empower to In Power #1: Climbing the Ranks in a Male-Dominated Industry with Linda Booker


Welcome to the Empower to In Power podcast! Each month, we will be highlighting the trailblazing journeys of women who boldly carved a path to leadership. You will hear stories…

February 2, 2021

Are your New Year’s Resolutions on Life Support Now?


It’s that time of year again – the resolutions rush – the time of year when people resolve to make better choices, live better lives and be all around better…

November 2, 2019

Webcast Recording: Giving and Getting More out of Liquidity Events


In this webcast, you’ll learn: The most common mistakes business owners make in approaching liquidity events for their businesses Real-world lessons in growing a successful business and building a charitable…

November 16, 2020

Ep #15: Creating Electric Experiences with Michael Lennox and Elizabeth Burdette


In this episode, the Director of Client Engagement at SignatureFD, Elizabeth Burdette, and the Founder of ATL Family Meals, Michael Lennox, discuss why generosity is about more than just money.

November 5, 2020

As Seen in Morningside Magazine: Storytelling as Resilience


A group of Emory University researchers recently wrote that “in times of great stress, stories sustain us.” According to their study, children who know their family stories are more resilient,…

October 21, 2020

Commanding Your Way to A Better Life: Executive Compensation Negotiation Techniques


Dwayna Haley, Senior Vice President and Practice Director of Porter Novelli, recently joined us on SignatureFD’s podcast, Net Worthwhile, to discuss the necessity of commanding vs. demanding what you want as a high-level, woman executive.

October 12, 2020

Ep #14: Strategic Giving with Ann Cramer and Elizabeth Burdette


In this episode, Director of Client Engagement at SignatureFD, Elizabeth Burdette, and retired IBM Director Americas Corporate Citizenship, Ann Cramer, discuss linking your values as a company with the needs…

September 15, 2020

Ep #13: Commanding Your Way to a Better Wage with Dwayna Haley


In this episode, Senior Vice President and Practice Director of Porter Novelli, Dwayna Haley, discusses the importance of being open about your finances.

September 10, 2020

Ep #12: Thinking Your Way to Success with Kim Ades


In this episode, Frame of Mind Coaching and JournalEngine Software President Kim Ades talks about how to harness the power of your thoughts to transform your life.

How to Spot Opportunities No Matter How Full the Glass


During a time in the world where there are so many uncertainties and frustrations are high, it can be easy to resort to negativity. So, we sat down with Kim…

WEBINAR RECORDING: Financial Boot Camp for Women


Women face unique challenges when it comes to wealth building and management. From managing wage gaps to maternity leave to aging parents, women must have the tools needed to stay financially fit.

As Seen in Morningside Magazine: What is NET WORTHWHILE™? And, How Can it Help Me Achieve my Goals in a COVID World?


We call this guiding principle NET WORTHWHILE. It’s the intersection of the accumulation of more and the achievement of better.  It is a wealth-building journey that is firmly rooted in what motivates you.

July 9, 2020

As Seen in Morningside Magazine: What is NET WORTHWHILE™? And, How Can it Help Me Achieve my Goals in a COVID World?


You may have noticed, from some of our previous articles, that SignatureFD thinks differently about wealth. From offering tips on how lawyers can design a life that truly fulfills them…

Mastering a TRUE 1% Percenter Life


We recently interviewed Kathleen Black on SignatureFD’s podcast, Net Worthwhile. Kathleen is the CEO of Kathleen Black Coaching & Consulting, Inc. and the author of, “The Top 1% Life.” Her…

June 1, 2020

The Evolution of Passion


“What lights you up?” At SignatureFD, we anchor everything we do in NET WORTHWHILE™ – because we know wealth isn’t just money, it’s the culmination of everything that makes life…

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