SignatureFD

What is your NET WORTHWHILE?

[SignatureFD @SignatureFD]

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: https://t.co/3y2PgKeVb2

[SignatureFD @SignatureFD]

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
https://t.co/PcoPkAP9A6

[SignatureFD @SignatureFD]

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: https://t.co/hlgOpta10o

[SignatureFD @SignatureFD]

We're proud to serve our clients through pivotal life milestones. What's your #NetWorthwhile?

[SignatureFD @SignatureFD]

What are the chances the Fed will cut interest rates this year?
Our CIO, @tonywelch17 recently joined Schwab Network to share his economic outlook.
https://t.co/2LwooYL6VL
#MarketInsights #FedPolicy #Economy

[SignatureFD @SignatureFD]

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®.

https://t.co/BnQ78yAKq9

[SignatureFD @SignatureFD]

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: https://t.co/5fjXydaBbf

[SignatureFD @SignatureFD]

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.
https://t.co/aBBlG0ftxH

[SignatureFD @SignatureFD]

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.
https://t.co/0VyR34XWte

[SignatureFD @SignatureFD]

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.
https://t.co/aBBlG0ftxH

[SignatureFD @SignatureFD]

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: https://t.co/5KzadMCpQU

[SignatureFD @SignatureFD]

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.
https://t.co/w1VeQnoJEk

[SignatureFD @SignatureFD]

Our Chief Advisory Officer, @TimMaurer, recently shared with SmartAsset his insights on a potential tax-saving strategy for high-earning households.
https://t.co/CLsEL76hZv

[SignatureFD @SignatureFD]

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.
https://t.co/cPwHXrkSHW

#FOMC #Markets #Economy #Investing #Fed #PCE #Inflation

[SignatureFD @SignatureFD]

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.
https://t.co/CKNdnB7OLL

[SignatureFD @SignatureFD]

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.
https://t.co/Gsz3CejzcV
#Markets #Investing #Fed #Inflation

[Paul R. La Monica @LaMonicaBuzz]

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.

[SignatureFD @SignatureFD]

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.
https://t.co/O76XMOHjV5

[SignatureFD @SignatureFD]

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: https://t.co/kr2rN6HlPL

[SignatureFD @SignatureFD]

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: https://t.co/K6cSEbPmm4

#NetWorthwhile