Newsletter

The SEIA Report

September 28, 2017

The SEIA Report

September 28, 2017 SEIA


In this final 2017 quarterly report we talk about 7 Steps to Strengthen your Information Security & Privacy.
Download the full report here to read this article and more.

PCG Newsletter

September 28, 2017 SEIA


It’s hard to believe it’s back to school season already. It’s also hard to believe that it’s been 10 years since the start of the financial crisis that brought about the Great Recession. A decade later, we find ourselves in the nation’s second longest economic recovery and expansion (FYI: the average duration of a bull market is 3.5 years).
Download the full private client group report here.

Media Highlights

September 28, 2017 SEIA


Volume VI 2017 includes key media acknowledgements that SEIA has received, alongside key national news stories.
Click here to download the full report.

Back to School: Public vs Private – Financial Edition

August 25, 2017 Deron T. McCoy


It’s hard to believe it’s back to school season already. It’s also hard to believe that it’s been 10 years since the start of the financial crisis that brought about the Great Recession. A decade later, we find ourselves in the nation’s second longest economic recovery and expansion (FYI: the average duration of a bull market is 3.5 years). Yet while stocks continue to push to new record highs, corporate earnings have failed to keep pace with prices, resulting in stock valuations that now sit near all-time highs. If you remove the tech bubble as a one-time anomaly, stocks have historically never been more expensive (based on a number of different metrics) than they are today. Download the full article here.

Reflation? Or just a scare…

June 15, 2017 SEIA


The textbooks say that fiscal policy tools are best utilized early in the business cycle, as the boost to stimulus can serve to offset early cycle weakness. But when used later in the business cycle, the boost may accomplish little more than the addition of inflationary pressures as there is little slack in the economy to absorb new stimulus. Now eight years after the recession, given the current economic environment (with unemployment already below the Fed’s long-term target) and the current agenda (focused on tax reform, deregulation and infrastructure spending), many pundits are calling for ever-rising inflation in the years ahead.

Download our report here.

Spanning the Globe: Looking abroad for market opportunities

May 16, 2017 Deron T. McCoy


What were you doing 6 years ago? It was the summer of 2011 and amidst a 9.1% unemployment rate, a 1.8% GDP report, a U.S. debt downgrade, European debt crisis (remember PIIGS?), and renewed weakness in housing prices we were busy writing our “Time to Get Patriotic” piece urging investors to buy U.S. stocks (SEIA Report Volume 4, Issue 2 dated June 2011). Since then, markets have more than doubled, with the S&P 500® moving from below 1200 to over 2400 as of early May 2017. That’s the good news.
While a boon for net worth statements, the rise in stock prices has come with a host of far less desirable effects. Download the full article here.

Fact Checking The Stock Market

March 21, 2017 SEIA


Due in no small part to an overwhelming sense of political fatigue, some investors and pundits headed into the New Year with a decidedly bearish outlook. For investors, the one thing that cannot be spun is the raw data.
Since mid-2015, we have been likening our sluggish economy to a plane flying at low altitude (“Flying at Low Altitude”). While the economy is indeed growing (the plane is airborne), it is nevertheless chugging along at a meager rate (low altitude). Therefore, any economic soft patches (turbulence) that occur near the zero GDP line (lower altitude) cause considerably more angst than periodic turbulence that’s experienced when the economy is humming along north of 5% (cruising altitude with no need for seatbelts). The margin for error is simply far smaller at low altitude.

Download our full report here.

Fed Raises Interest Rates for Third Time Since Financial Crisis

March 15, 2017 SEIA


SEIA Chief Investment Office Deron McCoy was featured in this New York Times article by Binyamin Appelbaum on March 15, 2017. Read the full text here.

Investment Strategies Forum Question: What exposure do you look for in ETFs?

March 9, 2017 SEIA


PAM talks with Rusty Vanneman from CLS and Mark Copeland from SEIA about what they see in the ETF space. To read the full article click here.

Signature Estate and Investment Advisors Reaches $6 Billion in Assets; Celebrates 20 Years

February 8, 2017 SEIA


SEIA was featured in an article on PR Newswire. To read the full article click here.

Media Highlights

January 19, 2017 SEIA


Volume V 2017 includes key media acknowledgements that SEIA has received, alongside key national news stories including:

Investment Strategies Forum Question: What exposure do you look for in ETFs?, Private Investment Management, March 9, 2017
Signature Estate and Investment Advisors Reaches $6 Billion in Assets; Celebrates 20 Years

Download here.

New Year’s Resolutions for Investors

December 31, 2016 SEIA


Whether building your dream house or crafting an investment portfolio that will last a lifetime, the likelihood of realizing your vision without a well thought out plan is at best remote. There are simply far too many decisions, choices and potential distractions. I can hear the mantra of Benjamin Franklin now: “if you fail to plan, you are planning to fail.”
Download the full article here.

EMERGING MARKETS; EMERGING OPPORTUNITIES

December 24, 2016 SEIA


It is a famous quote attributed to Christopher Columbus. It is wisdom that too few investors ever take to heart. Consider for a moment that U.S. investors typically allocate about 75% of their equity portfolio to U.S. stocks, yet our economy only accounts for about 22% of global GDP (JPMorgan).
Download our full report here.

2016 US. Presidential Election: As the dust settles

November 30, 2016 SEIA


ELECTION WINNER
Election results have come in and Donald Trump is set to be the 45th President of the United States. At the onset of this election, there were 16 candidates that included Ted Cruz, John Kasich, Jeb Bush and Marco Rubio. Yet after 597 days filled with countless headlines, political gaffes and midnight tweets, the American people have followed a recent global trend and voted to elect a political outsider.
Download the full article here.

Lowering the tent: the political circus leaves town

October 4, 2016 SEIA


It’s finally here! Hard to believe but after a bitterly contested and historic presidential campaign lasting 18 months, the election is now less than a few days away. And while political discussions over the final days are sure to stir emotions and angst amongst the neighbors (and perhaps within your own family!), prudent investors will not allow short-term passions to affect their portfolios. Now is the time to remember that most investment gains are rooted in facts while most losses are based on emotions.
Download the full article here.

2016 US PRESIDENTIAL ELECTION: EXPECT THE UNEXPECTED

September 15, 2016 SEIA


The Republican and Democratic conventions have both concluded with the expected nominees prevailing – but not without some controversies along the way. The Republican convention got off to a rocky start including an attempt to “unpledge” Trump delegates, as well as the notable absences of Republican Governor John Kasich and previous nominee Mitt Romney. Ultimately, the convention ended well with the speeches of vice presidential nominee Mike Pence, Trump’s children and presidential nominee, Trump himself being well received by the assembled delegates.
Download our full report here.

The Los Angeles Business Journal’s Best Places to Work

September 4, 2016 SEIA


Signature Estate & Investment Advisors, LLC® was recently named as one of the Best Places to Work in Los Angeles. This tenth annual program was created by the Los Angeles Business Journal and Best Companies Group.
This survey and awards program was designed to identify, recognize and honor the best employers in Los Angeles, benefiting the county’s economy, workforce and businesses. The list is made up of 100 companies. Signature Estate & Investment Advisors, LLC® has been named one of this year’s Best Places to Work in Los Angeles.
To be considered for participation, companies had to fulfill the following eligibility requirements:
– Be a for-profit, not-for-profit business or government entity;
– Be a publicly or privately held business;
– Have a facility in Los Angeles;
– Have at least 15 employees in Los Angeles;
– Be in business a minimum of one year.
Companies from across the county entered the two-part survey process to determine the Best Places to Work in Los Angeles. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies and the final rankings. Best Companies Group managed the overall registration and survey process in Los Angeles, analyzed the data and determined the final rankings.
The actual rankings will be revealed at a special event on August 16, 2016, then published in the August 22, 2016, issue of the Los Angeles Business Journal.
For more information on the Best Places to Work in Los Angeles program, visit www.BestPlacestoWorkLA.com.

Media Highlights

August 29, 2016 SEIA


Volume IV 2016 includes key media acknowledgements that SEIA has received, alongside key national news stories.
Download it here.

U.S. Real Estate: All Grown Up

August 15, 2016 SEIA


The U.S. stock market is made up of many different types of companies across a multitude of industries. To assist investors, Standard & Poor’s and MSCI have grouped individual stocks into sectors, with each sector representing one slice of the stock market pie. Historically, the classification system was divided into 10 sectors (consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, telecommunication services and utilities) but starting next month, real estate will officially become its own distinct sector. The U.S. stock market pie will still be the same size—it will now just be divided into 11 instead of 10 slices.
Download the full article here.

FA’s 2016 Annual RIA Ranking

July 20, 2016 SEIA


Click here to see the full list.

‘Bremain Calm’ or ‘The British are Leaving!’

July 1, 2016 SEIA


UK citizens in a non-binding national referendum voted to leave the European Union (EU) trading bloc. Reasons likely vary from voter to voter, but two main constituencies seemed to propel the leave vote: rural/industrial working-class voters who feel economically left behind and are spurred on by a nationalistic desire to control immigration and take back power from perceived “appointed EU bureaucrats,” along with older pensioners fueled by a yearning for the old days of a more powerful and sovereign UK.
Download the full article here.

Britain’s Independence Day?

June 24, 2016 SEIA


While most analysts and polls predicted a close vote for the U.K. referendum, few predicted the vote to be in favor of the United Kingdom leaving the European Union. Final results of the June 23rd United Kingdom referendum came out this morning stating that Britain has voted to leave. Prime Minister David Cameron also announced that he would step down as Britain’s Prime Minister.
Download the full article here.

THE END OF FISCAL AUSTERITY

June 15, 2016 SEIA


Between the never-ending U.S. election coverage and the turmoil in global capital markets to begin the year, there’s a good chance you may have missed a seismic shift that registered barely a blip in the press. For the first time in a half-decade, Congress finally took some positive actions to benefit economic growth.
Download our full report here.

The Los Angeles Business Journal’s list of the 100 Largest Money Management Firms

May 30, 2016 SEIA


SEIA was featured in the top 100 largest money management firms.
Click here to see the full list.

Should I Stay or Should I Go?

May 29, 2016 SEIA


There has been no shortage of headlines over the past months championing both sides of the argument regarding the upcoming (June 23rd) referendum as to whether or not the United Kingdom will remain a member of the European Union. Attempting to wade through all the information and digesting it can quickly become a bit overwhelming, so we thought we would lay out a few key points leading up to the so-called BREXIT (British Exit) vote.
Download the full article here.

Sunnier Days

April 25, 2016 SEIA


Just a few short months ago, we wrote at length about the stranglehold that fear seemed to have on both investors’ psyches and on the markets at large. Despite a steady stream of encouraging economic reports showing continued growth in employment, strong consumer spending and service economy expansion, a cloud of worry that a slowdown in China might be triggering another global recession or a potential monetary policy mistake persisted.
Download the full article here.

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