@SignatureFD profile picture
SignatureFD @SignatureFD

What is your NET WORTHWHILE?

Joined September 2012
  • Tweets 670
  • Following 24
  • Followers 299
165 Photos and videos
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…
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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
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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…

5 strategies for a midyear financial tune up

Uncover blind spots and clarify your goals

marketwatch.com
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We're proud to serve our clients through pivotal life milestones. What's your #NetWorthwhile?
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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
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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
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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…
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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
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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/
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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
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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
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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…
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Our Chief Advisory Officer, @TimMaurer, recently shared with SmartAsset his insights on a potential tax-saving strategy for high-earning households. bit.ly/3PPbRAF
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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
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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
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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

Wall St ends down after PPI data and as chipmakers fall

U.S. stocks dropped on Thursday, with chipmaker stocks extending losses for a second day, and as a jump in producer prices left investors wondering if the Federal Reserve might wait longer than...

reuters.com
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SignatureFD retweeted
Paul R. La Monica@LaMonicaBuzz
8 Mar 2024
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.
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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
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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

Niche of the Week: Veterinarians

SignatureFD's James Yost reveals how he became a trusted M&A advisor to veterinary hospital owners, a market he says the mainstream wealth management industry has traditionally overlooked.

citywire.com
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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

Fighting about money with your spouse? 5 strategies to disagree better.

Communicating well during money fights simply takes practice

marketwatch.com
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