Signature Estate & Investment Advisors, LLC

We’re thrilled to announce that Len Hirsh, CFP®, CPWA®, AIF®, MBA has officially become a Partner at SEIA! 🎉 Len’s unwavering dedication, leadership, and commitment to excellence have been a cornerstone of our team’s success. His journey with SEIA has been nothing short of inspiring, and we couldn’t be more excited to see him step into this well-deserved role. Join us in celebrating Len’s incredible achievement and this exciting new chapter for SEIA! Read the press release here: https://lnkd.in/gcke_wxA #SEIA #Leadership #NewPartner #CelebrateSuccess #TeamMilestone

The Brew is out now! ☕   The Federal Reserve's recent interest rate cut, the first since 2019, is a step toward reversing past rate hikes, but its effects on the economy may take time to materialize.   Stay ahead of changing market trends with The Brew.   Stay informed. Stay strategic. Start here: https://bit.ly/BREW0924   #TheBrew #InterestRates #FinancialStrategy

Thank you to Larry Roth CPA, JD, CEO of Wealth Solutions Report, and Chris Latham, Managing Editor, for the insightful piece featuring SEIA's Director of M&A, Cameron Stagg, MBA! Cameron shared great insights about what's driving the proliferation of upstart boutique M&A firms, stating, "Many of the more than 30,000 state and SEC-registered firms – a vast majority of which are below $250 million in client assets – may lack the time, interest or financial aptitude to entertain a big bank or large consulting practice. As a result, boutiques have a significant opportunity to address a need among middle and lower AUM opportunities." These upstart boutiques, like Turkey Hill Management and Lone Willow Advisors, are addressing a growing need for tailored services in wealth management M&A. Read the full article here: https://lnkd.in/g9u7FQde #WealthManagement #MergersAndAcquisitions #RIA #PrivateEquity #BoutiqueFirms

Target-date funds have been a hot topic in the world of retirement planning, and Chad Bates weighs in on their benefits and limitations. Bates of SEIA highlights how these funds serve a vital purpose for novice investors, offering a “set-it-and-forget-it” approach that automatically rebalances over time. However, he also emphasizes the importance of working with a financial advisor to create a more personalized and adaptive strategy. A huge thanks to Ben Mattlin and Financial Advisor Magazine for shedding light on the nuances of target-date funds and giving advisors like Chad Bates a platform to share his insights! Read more here: https://lnkd.in/g8SxSHjZ #FinancialPlanning #RetirementPlanning #SEIA #TargetDateFunds #InvestmentStrategy

🚨 Student Loan Borrowers: Time’s Running Out! 🚨 The clock is ticking for federal student loan borrowers! The 12-month repayment "on-ramp" offered by President Biden ends Sept. 30. Miss payments starting in October, and your credit score could take a serious hit. Jared Chase, Director of M&A and Financial Advisor at SEIA, offers this key advice: "Doing nothing isn’t an option. Sit down with a financial advisor to create a strategy—there are options to help reduce payments." Read the full article on USA Today to learn more, and thank you to Medora Lee and the platform for this important coverage: https://lnkd.in/g8baT5pv #StudentLoans #CreditScore #FinancialPlanning #USAToday

A shift out of large caps may be on the horizon. According to Phil Argue, our Director of Investment Strategy, we're nearing the end of a cycle dominated by large cap stocks, and while such rotations are typical, it's crucial to start preparing now. Listen in as Phil shares insights with Schwab Network on how investors can think about strategically adjusting their portfolios ahead of this transition. https://lnkd.in/gzS8-qgd

Serving elderly clients: Thomas C. West, of Signature Estate & Investment Advisors, LLC, addresses the needs of elderly clients in three important contexts: clients aging alone, elder abuse prevention and approaching successor decision-makers. https://lnkd.in/g6NyGDxx #WealthSolutionsReport #FinancialAdvisors #WealthManagement 

Today, we pause to remember the heroes and lives lost on September 11, 2001. In their memory, we stand united to always remember and honor their legacy. #NeverForget

Cheers to the final days of summer! ☀️ Our offices will be closed today (September 2) in observance of #LaborDay. #worklifebalance #holiday

We are celebrating a huge milestone! Our very own Senior Operations Team Lead, Liselotte Richards, has been with us for 10 years! 🎉   Liselotte has been an invaluable member of our team for the last decade. Her dedication to SEIA and our clients shines every day through her attitude, work ethic, and continuous effort in everything she does.   We are thrilled to be celebrating such an incredible team member. Thank you for 10 unforgettable years, Liselotte! #Celebrate #10Years #Anniversary