Ep #27: Veterinary Nutrition and Beyond with Dr. Megan Sprinkle
In this episode, Dr. Megan Sprinkle joins us to shed light on what it can take to break away from the well-worn path to create a career that you’re passionate…
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
Monthly Investment Webcast: Cutting Through the Noise – June 2023
Tony Welch, Chief Investment Officer at SignatureFD, brings his expertise to sorting through complex economic data.
Monthly Investment Webcast: Cutting Through the Noise – May 2023
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.
Signature Women: Summer 2023 Reading List
Looking for some good books for your summer reading list? Check out this curated list featuring a mix of titles that will introduce you to intriguing characters and stimulate your imagination.
Parents: Here are 8 tips on talking money with your children
Teaching children about money and finances can be an essential life skill to set them on the path to financial success. Parents typically play a crucial role in this process, as they are often the first educators on the subject.
4 steps to help ensure a smooth transfer of wealth to the next generation
“What’s my legacy?” Many adults have likely asked themselves this question at some point. It can be rewarding to know we’ve left some imprint on the people around us, so they can continue making a difference in the world when we’re gone.
7 Savings Strategies for Small Businesses in Uncertain Economic Climates
If you’re running a small business, you might feel the pressure of uncertainty in our current economy. Click to read SignatureFD’s article on the topic by Matt Barber.
Heather Robertson Fortner: SignatureFD’s Quest for $10 Billion
When Heather Robertson Fortner became CEO of SignatureFD in 2020, she quickly identified a path to long-term independence in a fast-consolidating industry. “By some back-of-the-napkin math, I knew that if we grew 20% year over year, by the end of 2025 we could be a $10 billion company,” says the North Carolina native. “That feels like legacy.”
Monthly Investment Webcast: Cutting Through the Noise – April 2023
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.
Philanthropy Tools and Techniques: Donor-Advised Funds
You likely want your charitable donations to be as effective as possible when you give. A donor-advised fund (DAF) is a charitable investment account to support the organizations you care about. DAFs are one of the fastest-growing giving vehicles in the United States because they are one of the easiest and most tax-advantageous ways to give to charity.
Generational Storytelling
During the pandemic a group of Emory University researchers wrote, “In times of great stress, stories sustain us.” According to their study, children who know their family stories are more resilient, weather stress better throughout their lives, exhibit more self-esteem, and have higher quality friendships over those who did not know their origin stories.
Estate Planning Basics: Tips for strategic preparation
Crafting a carefully considered estate plan can ensure that asset distribution aligns with both your intended legacy and your beneficiaries’ needs. Additionally, thoughtful estate planning can create tax and investment efficiencies and help guarantee effective execution.
Divorce checklist: Financial tips to help lay the groundwork for a successful outcome
Divorce can be painful, but the financial aftermath doesn’t have to be. When it comes to ending a marriage, a little planning can go a long way in decreasing stress and ensuring financial confidence.
Spring Break Volunteer Opportunities
No matter their interests, your child has plenty of opportunities to get involved in the community and support the causes they care about most.
SignatureFD works with Ronald McDonald House Charities in 2023
At SignatureFD, a core tenet of our values is generosity. We fundamentally believe in giving back to the communities we serve. As part of this year’s plan, we’ve adopted a kitchen at the Atlanta Ronald McDonald House near Egleston/Emory.
Corporate Transparency Act Reporting Rule Overview
With reporting requirements in full effect, SignatureFD is poised help elevate your understanding of the Corporate Transparency Act.
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?
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.
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.
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.
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.