Heather Fortner and Nicole Casperson discuss how harnessing community can help women leaders combat inequalities, improve their well-being and impact lasting change. The post LinkedIn Live Replay: C-Suite Gender Pay Gap – Navigating Compensation, Stress & Family Dynamics appeared first on SignatureFD ..read more

Tony Welch, Chief Investment Officer at SignatureFD, recaps the highlights of market performance during the first quarter of the year and provides his expert analysis on current economic trends to help you navigate what may be in store for the next few months.     The post Quarterly Investment Webcast: Cutting Through the Noise – April 2024 appeared first on SignatureFD ..read more

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 about. You will glimpse Megan’s veterinary career and the curiosity that drove her into the veterinary space and beyond. She offers her insights into how you can shape your career in imaginative and fulfilling ways. Listen in as Megan breaks down her definition of success—a different take from previous generations—and where her mindset originated. She also talks about some of the possibilities and opportunities in veterinary medicine and ..read more

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 businesses they lead. Traditional retirement planning models can fall short when applied to these individuals, necessitating a specialized approach that recognizes the intricacies of their wealth dynamics. For many entrepreneurs and executives, achieving financial independence is not merely about reaching a retirement age; it’s about unlocking the potential to pursue their passions, bui ..read more

Expert behavioral finance guest Dr. Daniel Crosby will join SignatureFD’s Heather Robertson Fortner, CEO, for a live discussion about the underlying psychology of financial behaviors and the ways couples can strengthen their communication and achieve financial harmony.   The post Marriage & Money: Navigating Conflict and Fostering Financial Harmony appeared first on SignatureFD ..read more

What is the difference between a donor-advised fund and a private foundation, and which one should I use for my charitable giving? This question comes up frequently in conversations with clients when exploring how to leverage assets in a tax efficient way to impact the causes and communities they care about. Donor-advised funds and private foundations are two popular vehicles for charitable giving. Donor-advised funds (DAFs) are charitable investment accounts used to support public charities through donor-directed grants. DAFs are one of the fastest-growing giving vehicles in the U.S. bec ..read more

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.     The post Monthly Investment Webcast: Cutting Through the Noise – January 2024 appeared first on SignatureFD ..read more

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 task of sustaining family values, fostering open communication, and ensuring responsible stewardship of resources. From building trust and effective communication to adapting to changing circumstances, the journey of multi-generational wealth management is a multifaceted one that requires careful consideration and proactive planning. Building Trust and Effective Communication We believe trus ..read more

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. Topics include: Despite two significant corrections, 2023 has thus far surprised to the upside regarding economic growth, an improvement on inflation, and stock market returns. Consistent with weakness in many leading economic indicators, economists have rolled their forecasts for a 2023 recession into 2024. We’ll discuss what makes this cycle unique and whether those economic moats may persist next year. &nb ..read more

This article appears in Charlotte Business Journal. In the ever-evolving landscape of taxation, strategic financial planning is paramount for business owners seeking to optimize their wealth while adhering to regulatory frameworks. This comprehensive guide delves into some strategies to minimize tax liabilities, helping business owners retain more of their hard-earned capital. From optimizing business structures to strategic expense management, retirement planning, and beyond, each facet contributes to a holistic approach to help maximize tax efficiency. As we explore these strategies ..read more