What is your NET WORTHWHILE?
Atlanta, GA
Joined September 2012
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Are you interested in tax planning and investment strategies that may help you activate your wealth regardless of partisan policies?
Join us Oct 3 at 5pm ET for Beyond Ballots: Tax & Investment Insights for 2024 and Beyond.
Secure your spot: signaturefd.com/beyondballot…
Studies show caring for both aging parents and growing children can cost thousands of dollars each month.
Join us on Aug 14 for a live discussion about navigating the finances often accompanying child and eldercare with Chief Advisory Officer @TimMaurer
bit.ly/3WJkEIa
Does your financial plan align with your values and priorities?
In a new article for MarketWatch, @HeatherRFortner shares her strategies for developing a financial roadmap to help support your #NetWorthwhile.
Read the full article: marketwatch.com/story/5-stra…
We're proud to serve our clients through pivotal life milestones. What's your #NetWorthwhile?
What are the chances the Fed will cut interest rates this year?
Our CIO, @tonywelch17 recently joined Schwab Network to share his economic outlook.
schwabnetwork.com/video/macr…
#MarketInsights #FedPolicy #Economy
Studies show more than 50% of people don't engage in regular financial planning.
Join us June 20th at 12:30pm ET for a mid-year financial check-in with Chief Advisory Officer @TimMaurer and Partner and Wealth Advisor, Blake Williams, MBA, AFC, CFP®.
bit.ly/4bZKAEW
Do reports of rising insurance premiums and increasing insurance profits have you scratching your head?
Join us at 2PM on June 12th for a virtual panel discussion with experts from @creditsights and @PUREinsurance.
Register: signaturefd.com/dollarsandse…
56% of founders report that they've received an anxiety or stress-related diagnosis.
Join us tomorrow at noon for a live discussion about the link between mental health, financial stress, and business success.
bit.ly/3UlPp3I
Our leaders are bringing their EDGE to the forefront.
CEO, @HeatherRFortner , and Chief Marketing Officer, Crystal Mathis, are speaking at the #WealthManagementEDGE Conference in Hollywood, Florida next week.
informaconnect.com/edge/
Recent studies say 75% of small business owners are concerned about their mental health.
Join us on May 23 at 12PM Eastern for for a live discussion about the mental health challenges that founders often face.
bit.ly/3UlPp3I
Join us today at noon for a live webcast where our CIO, @tonywelch17, recaps the highlights of #marketperformance during the first quarter and provides his expert analysis on current #economictrends to help you navigate the next few months.
Register here: bit.ly/3w3vZs3
Our Chief Advisory Officer, @TimMaurer, spoke to Kimberly Lankford at AARP about what #investors today may need to know about #annuities and how they can contribute to #retirement savings.
aarp.org/retirement/retireme…
Our Chief Advisory Officer, @TimMaurer, recently shared with SmartAsset his insights on a potential tax-saving strategy for high-earning households.
bit.ly/3PPbRAF
Ahead of last week’s Fed meeting, our Chief Investment Officer, @tonywelch17 joined Ben Lichtenstein of the Schwab Network to discuss his outlook for inflation trends and the stock market.
bit.ly/3TSrDx0
#FOMC #Markets #Economy #Investing #Fed #PCE #Inflation
Our CEO @HeatherRFortner spoke with behavioral finance expert Daniel Crosby, Ph.D. about the underlying psychology of financial behaviors and some ways couples can strengthen their financial communication.
bit.ly/3x6q8Tf
Following the #PPI data last week, our Chief Investment Officer, @tonywelch17 spoke with Caroline Valetkevitch at Reuters about what he thinks the latest data reveals about what’s currently driving the US #economy.
reut.rs/48X6eqU
#Markets #Investing #Fed #Inflation
SignatureFD retweeted
Stocks up after jobs. Rate cuts sooner than later back on table? Spoke to @tonywelch17, chief investment officer of @SignatureFD. He told me that there is now a greater chance that Fed's May meeting is a "live" one. Noted the big downward revisions and increased productivity.
Ahead of the PCE data report last week, our Chief Investment Officer, @tonywelch17 sat down with Ben Lichtenstein of the Schwab Network to discuss how the latest PCE figures may impact the #Fed’s policy over the next several months.
bit.ly/3T72Cwr
In a recent #Citywire RIA’s specialist advisor series on veterinarians, SignatureFD partner James Yost shared his experience serving veterinarians as a wealth and M&A advisor with Reagan Darrah.
Read about James and our SignatureVETERINARY™ community: bit.ly/3uP5qq2
In a recent article for #MarketWatch, our CEO @HeatherRFortner shares techniques to reduce financial friction, explaining how effective communication around #finances is a skill that everyone can learn and practice.
Read the article here: on.mktw.net/48oHvLO
#NetWorthwhile