Latest Industry Insights

word WEBCAST and play button symbol on wood cubes against blue background with laptop and notepadWebinars

Why Markets Shrug Off Crises: Investment Insights From the Middle East Conflict

Why Markets Shrug Off Crises: Investment Insights From the Middle East Conflict by Tim Maurer Read on Substack   Overview: In this episode, Tim Maurer and Tony Welch tackle a…
A mother and daughter sit together and each have piggy bankAsset ManagementNET WORTHWHILEWealth Transfer Planning

Creating a Framework for Cross-Generational Financial Conversations

Bridge the generation gap in family money talks. Learn how different financial mindsets shape conversations and discover strategies for meaningful wealth discussions that build lasting legacies.
A mother, father, and 2 young children are smiling and gathered around a piggy bankPlanning

Beyond the Numbers: A Guide for Teaching Kids the Value of Wealth

Discover how to teach children about the true meaning of wealth. Learn practical strategies for instilling financial values like gratitude, stewardship, and generosity that transform how kids view and manage…

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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Philanthropy Tools: Building Holiday Traditions – SignatureFD


For many of us, the holiday season is also the season of generosity – a time to reflect on the causes we care about and the legacy we hope to…

Webinar Recording: Polls, Policies & Portfolios


On October 24, 2024, international economic expert Michelle Caruso-Cabrera joined SignatureFD chief investment officer Tony Welch and chief advisory officer Tim Maurer for a panel discussion aimed at illuminating the…

Advisor Spotlight: Colin Sturgis, CFP®


Helping Families Grow, Protect, Give, and Live with Purpose At SignatureFD, we pride ourselves on having a team of dedicated professionals who work to understand the intricacies of financial planning…

Unraveling the Mysteries of Medicare


As we enter the 2025 Medicare open enrollment period (October 15, 2024, to December 7, 2024), we are helping break down some of the complexities of Medicare.

2024 Year-End Review


As the end of 2024 approaches, now may be a great time to review your current financial status and start developing goals for the new year. Before this year is…

2024 Charitable Giving Strategies


At SignatureFD, we believe giving back can be one of the most meaningful ways to find your Net Worthwhile®. As the end of 2024 approaches, charitable giving may be at the forefront of your year-end planning. This usually begs the question, “How can I make a meaningful impact on the causes I care most about while optimizing my financial plan?”

Strategic Estate Planning Amid Potential Exemption Changes


With the potential changes to estate and gift tax laws on the horizon, high-net-worth individuals, especially business owners considering an exit, may want to start planning now to protect their…

Generosity Spotlight – A Family Journey


Deeply invested in its community, one client family has always prioritized volunteerism and philanthropy. However, as the children entered their teenage years the family began to seek ways to amplify…

Philanthropy Tools and Techniques: Community Foundations


Community foundations receive support from a wide array of donors, including individuals and families, businesses, other charities and foundations, and sometimes government entities. What differentiates a community foundation from other nonprofits is the variety of grantmaking vehicles they employ and that donors may engage with.

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.

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…

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…

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…

Investment Webcast: Cutting Through 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…

Investment Webcast: Cutting Through 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.

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