Latest Industry Insights

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…
October 8, 2020

Webinar Recording: How will the Election Impact the Market?

September 25, 2020

SignatureExecutive Webinar: Making the Right Company Benefit Elections for You and Your Family

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September 19, 2019

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

make a change quote with loose change

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,…

September 17, 2019

Do Professional Athletes Need Mentors?

leadership, coaching, retention, education and loyalty

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,…

September 16, 2019

Executive Insights: Quick Guide to 83(b) Election

Guide to taxes and accounting

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…

September 6, 2019

Executive Insights: 8 Things to Know about Deferred Compensation Plans

8 Things to Know about Deferred Compensation Plans

Below we’ll explore differences between Non-Qualified Deferred Compensation (NQDC) Plans and Qualified Plans, some key factors to consider on whether to participate, and strategies to incorporate them into your plans….

September 3, 2019

More than an Athlete – Role vs. Identity

Wilson Football

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,…

August 30, 2019

Executive Insights: Double Tax Trap on Shares from Equity Compensation

executive wealth management meeting

Is it possible you paid tax twice on your equity compensation and did not know it?  If your CPA was calculating your tax liability only off of the 1099-B provided…

August 28, 2019

The Stock Market is Not the Economy

stock market is not the economy

With the recent inversion of the 2/10 yield curve, there has been a definitive uptick in negative economic commentary. Headlines like the below make it seem like another 2008-style Financial…

August 13, 2019

VIDEO: What’s Your Net Worthwhile?

SIG Newsletter Header Image what is 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.

August 5, 2019


Estate Planning Basics

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…

July 31, 2019

Safeguarding Your Identity Against Hack Attacks

protect yourself against identity theft

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…

July 29, 2019


Estate Asset Transfers

Last week, we learned why estate planning is important to ensure the proper execution of your legacy for loved ones.  We also examined the key estate documents that are essential…

July 24, 2019

VIDEO: Net Worthwhile Explained

Wealth management atlanta

SignatureFD’s Jeff Peller, Doug Liptak and Heather Fortner explain Net Worthwhile. What’s yours?  

July 22, 2019

SignatureFD Named to Financial Advisor Magazine’s List of Top RIAs

fireworks - top financial advisors

Financial Advisor Magazine has named SignatureFD to it’s 2019 RIA ranking. You can see the full list, here. This latest accolade comes on the heels of a few other awards…


Estate Planning Documents

WHY IS ESTATE PLANNING IMPORTANT? If you have assets, you have an estate. And, if you have an estate, you have an estate plan – even if you have not…

July 18, 2019

Ep #02: Self-Worth Does Not Equal Net Worth with Heather Fortner

Heather Fortner COO

In this episode, SignatureFD’s COO & Chief Compliance Officer, Heather Fortner, talks about the importance of understanding your beliefs about money. What truly matters to you at the end of…

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