Signature Estate & Investment Advisors, LLC

Our newest edition of The Brew is out now! ☕ The U.S. bull market turned two years old this month, with the S&P 500 rising 57.5% since October 2022, marking one of the top 5% two-year periods for the index since 1950. Keep up with evolving market trends with The Brew. Stay informed. Stay strategic. Start here: https://bit.ly/BREW1024 #TheBrew #InterestRates #FinancialStrategy

The rise of "meme stocks" during the pandemic showed how easy it is to become an investor, but it also highlighted the risks of diving into the market without understanding the basics. If you’ve ever opened a bank account, you’ll find opening a brokerage account to trade stocks just as simple. Patrick C. Currall, CFA, Senior Financial Advisor at Signature Estate & Investment Advisors (SEIA), wants to remind investors that “a journey of a thousand miles starts with one step.” Learn more about taking your first step into investing with this article from CNN Underscored: https://lnkd.in/gCaYNPmt #Investing #WealthManagement #MemeStocks #LongTermInvesting

🎉 Celebrating 5 Years – Christopher Gardner, CFP®, AIF®, Senior Financial Advisor A big shoutout to Chris Gardner for reaching his 5-year milestone at SEIA! Chris has shown incredible dedication to his clients and the team, always going above and beyond to provide financial guidance. #5Years #Celebrate #FinancialAdvisor #SEIA

Leftover money in a 529 college savings plan can now be rolled over into a Roth IRA without penalties or taxes under the SECURE 2.0 Act! But some urge caution: “While this is a great option for some, these are highly individual financial decisions,” says Eric Pritz, Senior Partner at Signature Estate and Investment Advisors. Before transferring funds, it's essential to weigh your options—there are strict regulations, and often better alternatives. Let’s talk about what’s right for your situation. Read the full article from Financial Advisor Magazine here: https://lnkd.in/gvsbks3e #FinancialPlanning #529Plans #RothIRA #RetirementPlanning #EducationSavings

Today we celebrate Tony Nguyen’s 10-year journey with SEIA! Since joining our team, Tony has consistently demonstrated exceptional expertise and precision in his role as a Senior Trader. His keen insights into market trends and risk management strategies have played a pivotal role in driving our firm’s success. As we honor this decade of achievement, let’s look forward to many more successful years ahead filled with innovation and collaboration. Thank you for everything you do, Tony! #10Years #SeniorTrader #CelebrateMilestones #SEIA

We are thrilled and honored to be ranked in the top 25 of Barron's Advisor 2024 Top 100 RIA Firms! Thank you to all our team who work continuously to help our firm grow and provide financial guidance to our clients. This milestone truly reflects our collective efforts! #BarronsRanked #Top100 #RIA https://lnkd.in/eUie6AXt The Barron's Top 100 RIA Firms 2024, awarded in September 2024, was based on an evaluation by Barron’s from June 2023-June 2024 and applied for by RIA firms. SEIA paid post-award fees for licensing rights and article reprints. Barron’s verifies the data and then applies a rankings formula based on assets, revenue, and quality of practice, along with other qualitative factors. SEIA was ranked #21 out of 100. Third-party rankings and recognitions serve as benchmarks but do not guarantee future investment success or represent individual client evaluations. For full details, please visit the Third-party Rankings, Awards, and Accolades Disclaimer section on seia.com/disclosures.

The recently announced 2.5% Social Security COLA increase for 2025, translating to about $48 extra per month for the average retiree, has left many feeling the strain, especially as Medicare premiums rise. Jared Chase from Signature Estate & Investment Advisors points out that while inflation is cooling, essential expenses like healthcare, housing, and utilities remain elevated, putting pressure on household budgets. Chase suggests retirees should consider rebalancing portfolios and exploring new income strategies but warns against making hasty decisions. “It’s crucial to strike a balance between meeting spending needs and preserving your nest egg for the long term.” Read the full article written by Ben Mattlin on Financial Advisor Magazine here: https://lnkd.in/gZrCSZDp #RetirementPlanning #WealthManagement #SocialSecurity #FinancialStrategy

Congratulations to Alex Layten on his 5-year anniversary with SIA! 👏 Alex’s hard work and positive attitude have made a lasting impact on our team and our clients. We’re so grateful to have you on board and look forward to what’s ahead! We are thrilled to recognize your incredible dedication to the team. Congratulations, Alex! #5YearsStrong #CelebrateSuccess

"Women may be the chief financial officers of their households, responsible for 85% of spending decisions, but they’re far less involved in investing—and that’s leaving them anxious about their long-term financial health," says Jessica Cherness, CFP©, AIF©. This financial imbalance can cause major strain, especially for women in the "sandwich generation," juggling caregiving responsibilities. The key takeaway? It's time for women to be in the room, to participate, and take control of their financial futures. Empower yourself by being part of the conversation—whether it’s with your partner or a financial advisor. Read more in this MarketWatch article: https://lnkd.in/g47uZ65c #FinancialWellness #WomenAndWealth #TakeControl

🎉 Stephanie Perkins, AIF®, Client Service Manager, is celebrating an impressive 15 years with us! Her unwavering dedication has played a pivotal role in driving SEIA’s success. Stephanie has consistently gone above and beyond for our clients, leaving a remarkable mark on our firm every single day. Thank you, Stephanie, for 15 incredible years! #CheersToYou #15YearsStrong #AnniversaryCelebration