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

In this episode, a long-time veterinary industry partner and our friend Jimmy Dorough joins the show. Jimmy works with Patterson, serving around 100 hospital owners in the Atlanta metro market. As someone in and out of hospitals talking to team members and owners daily, Jimmy truly has a finger on the pulse of the industry and a great understanding of what’s going on with those running the hospitals. Listen in as he opens up about his veterinary career, all the hats he’s worn over the years, and how he got to where he is now. Jimmy also discusses why he is bullish on the current vet space and ..read more

Many individuals and families aspire to create a legacy of generosity and giving back to the community. With the guidance of SignatureFD’s SignatureGENEROSITY team, many clients and their families have embarked on their own journeys of generosity. These clients have harnessed the power of their resources and values to make a meaningful impact on the causes they care deeply about. Here are three of their inspiring stories. John Lert – A Legacy of Family Philanthropy When John Lert sold his business in 2022, he knew he wanted to use a substantial portion of the proceeds for philanthropic endeavo ..read more

The holiday season is a magical time when families can come together to share warmth, love, and the spirit of giving. Whether you’re reuniting with loved ones from afar, welcoming college students back home, or just enjoying a break from work and school, it’s a perfect moment to foster a sense of togetherness and community engagement. Fortunately, organizations like Hands on Atlanta and SHARE Charlotte provide resources for volunteer opportunities ideal for groups, including families with children. Hands on Atlanta: Where Hands Meet Hearts Hands on Atlanta is a nonprofit organization at t ..read more