Dow Jones drops 831 points!

October 11, 2018 SEIA


By: Deron McCoy, Chief Investment Officer
CFA®, CFP®, CAIA, AIF®
That’s the ‘all caps’ headline the media will use for shock value, hoping to lure you into reading their article or clicking their ad – a shameless attempt to profit off your emotions and fears. But don’t be fooled. The truth is, with the Dow having soared to 25,000, a drop of 831 points on October 10th, 2018 amounts to a mere -3.15% selloff. That doesn’t even rank in the top 100 of percentage point declines. Back in November of 2008, an 800-point decline would have been closer to -10%; a far more significant event than this.

Q3: Raging vs Aging Bull

October 4, 2018 SEIA


2018 Q3 Investment Landscape
By: Deron McCoy, CFA®, CFP®, CAIA, AIF®, Chief Investment Officer
Sam Miller,   CFA®, CAIA, Senior Investment Strategist
In recent weeks, financial news outlets have published dozens of articles with attention-grabbing headlines citing the “longest bull market in history.” Is this factual or the financial version of “fake news”? Let’s take a closer look.

Partner With Team Of Experts To Ensure Clients Receive Stellar Service

September 28, 2018 SEIA


Even the smartest financial advisors know that they don’t know it all. That’s why they join forces with a team of experts to round out their client service. Click here to read the entire article.

Los Angeles Wealth Management Firm, SEIA, Launches ESG IMPACT Portfolio for Socially Conscious Investors

September 27, 2018 SEIA


LOS ANGELES, Sept. 26, 2018 /PRNewswire/ — Signature Estate and Investment Advisors (“SEIA”), a full-service wealth management firm headquartered in Southern California, today announced the launch of its ESG IMPACT portfolio, an investment strategy comprised of investment vehicles that meet ESG (Environmental, Social, and Governance) and SRI (Socially Responsible Investment) criteria. Click here to read the full article

THE SEIA REPORT Q3

September 13, 2018 SEIA


By Sam Miller , CFA®, CAIA®, Senior Investment Strategist
What are GICS?
Global Industry Classification Standards (GICS), launched in 1999, is a taxonomy for publicly traded companies. It assigns each company a sector, industry group, industry, and sub-industry based on its principal business activity. Initially constructed with 10 high level sectors, there were no major changes until 2016, when Real Estate was carved out of Financials to create an 11th sector.

Private Client Group Newsletter Q3

September 13, 2018 SEIA


By Jennifer Kim, MS, CFP®, CMFC, ChFC, CLU, Senior Partner
Whatever your personal reason for engaging in philanthropy, there are two undeniable facts: Giving can be an incredibly fulfilling experience that when carefully planned and structured, offers meaningful financial benefits.
A planned giving program also affords you more control over what will be given, when it will be given and how it should be used. But which structure is the best fit for your personal circumstances and objectives?

10 years after the Great Recession: What 2008 taught us not to do with our money

September 12, 2018 SEIA


Where were you when the economy lost $1.1 trillion? It’s been a decade since the financial crisis of 2008. Whether or not you were among those who lost a job or financial stability, we all learned important lessons during the Great Recession, some of them bitter.
Thankfully over the last decade, we’ve recovered many of the 8.7 million jobs lost. Today, unemployment is just 3.9 percent — a far cry from 10 percent hit in 2009. Click here to read the article.

SEIA has launched a new office in Houston

July 5, 2018 SEIA


Los Angeles, California-based RIA Signature Estate & Investment Advisors (SEIA) has opened a new office in Houston, Texas.
The firm launched the Houston office last week with new hire, Jesse Brown, an advisor most recently with John Hancock Financial Services.  Click here to read the article.

SEIA Continues Rapid Expansion

July 5, 2018 SEIA


LOS ANGELES, June 28, 2018 /PRNewswire/ — Signature Estate and Investment Advisors (“SEIA”), a full-service wealth management firm headquartered in Southern California, announced that SEIA and its affiliates reached $8 billion in assets under management (AUM) as of June 30th, 2018 – a significant growth milestone for the company. Established in 1997, SEIA has experienced a consistent increase in the growth of both assets and advisors over the past 21 years. Click here to read the full release.

Sam Miller shares his forecast for remainder of the year

June 22, 2018 SEIA


Sam Miller was quoted alongside a chief investment strategist with Northwestern Mutual. He shares insight about 2017’s unusually-low volatility and his forecasts for the remainder of the year.
“We have been reminding our advisors at every opportunity that the unusually low volatility of 2017 was very much an anomaly and to expect markets to normalize going forward,” Miller says. “The uptick in volatility in early February is likely here to stay and is completely normal for healthy markets.”
Read the full Financial Planning article, “Are You Prepping Fixed-Income Clients for Risk and Volatility?

SEIA Media Highlights

June 20, 2018 SEIA


SEIA Media Acknowledgements and top National news coverage as of July 20, 2018 

Sam Miller featured in Financial Planning Article

June 18, 2018 SEIA


Sam Miller is quoted alongside the director of fixed income at Schwab Center for Financial Research, as well as spokespeople from advisory firms like Talis Advisors and First Foundation.
 
“Floating-rate securities will play an important role in bond portfolios for investors, since they reduce interest rate risk in exchange for increased credit risk,” says Samuel Miller, senior investment strategist at Signature Estate & Investment Advisors in Los Angeles.
 
Read the full Financial Planning article, “What zigs when traditional bonds zag?”

PCG NEWSLETTER Q2

June 7, 2018 SEIA


WHAT TO EXPECT FROM MIDTERM ELECTIONS
With midterm elections coming later this year, investors have begun to focus on potential outcomes and the likely impact of each scenario on the financial markets.
A record number of House Republicans and an elevated number of House Democrats have chosen to not seek reelection in November, meaning there is much at stake for future policy direction in Washington as well as the markets as new representation replaces old.
To read the full newsletter click here.

THE SEIA REPORT Q2

June 7, 2018 SEIA


WHAT TO EXPECT FROM MIDTERM ELECTIONS
With midterm elections coming later this year, investors have begun to focus on potential outcomes and the likely impact of each scenario on the financial markets.
A record number of House Republicans and an elevated number of House Democrats have chosen to not seek reelection in November (Exhibit 1), meaning there is much at stake for future policy direction in Washington as well as the markets as new representation replaces old.
To read the full newsletter click here.

Signature Estate & Investment Advisor plans to add an office in Texas and expects to roll out ESG model portfolios by the end of the summer.

June 4, 2018 SEIA


Los Angeles, California-based RIA Signature Estate & Investment Advisors (SEIA) has set out ambitious expansion plans and is set to launch a new range of ESG model portfolios.

The firm just opened an office in San Francisco, California and plans to add another in Houston, Texas over the next few months, according to Joe Fusaro, director of operations at SEIA.

2018: The Sum of All Fears

May 30, 2018 SEIA


Why Volatility is Up and How to Position Portfolios

We want to take this opportunity to characterize the first half of 2018 while outlining how we have repositioned portfolios ahead of new market headwinds. The large profits and minimal volatility that were the hallmarks of 2017 gave way to the first half of 2018 that flipped the script. So why has 2018 been such a stark contrast to 2017?

Best Places to Work for Financial Advisers 2018: Signature Estate & Investment Advisors

May 16, 2018 SEIA


When the four founders of Signature Estate & Investment Advisors started the firm, they wanted to maintain the independence of their four respective practices, even as they joined forces, said Brian D. Holmes, president and CEO.
“We realized we had to create a different model so that people wouldn’t ever want to leave the firm,” he said.
To read the full article click here.

Intra-Quarter Update

April 26, 2018 SEIA


Just three short months ago, U.S. Large Caps (S&P 500®) were up 7.5% for the year, peaking at a lofty 2872.1 At that time we opined that ‘it might be wise to temper enthusiasm for the S&P 500 a bit’ and urged investors ‘to expect and prepare for future volatility, revisit your investment plan and at the very least rebalance’; carefully pointing out that the large profits and little risk of the previous year (“2017: Tastes great, less filling!”) was by no means normal.

The SEIA Report Q1

March 27, 2018 SEIA


AN UPDATE ON TAX REFORM
Each time tax reform has been signed into law historically, winners and losers have been created as a result. For example, in 1986 sweeping changes to the tax code did away with the tax shelter afforded to real estate investors, wiping out the savings and loan industry in the process. More recently, varying corporate tax rates around the world have created incentives for domestic companies to offshore significant sections of their financial statements. Similarly, as the details were revealed for this most recent tax reform, winners and losers have emerged.
To read the full newsletter, click here.

PCG Newsletter Q1

March 27, 2018 SEIA


The New Tax Law: Winners and Losers
Late last year, President Trump signed into law the Tax Cuts and Jobs Act – a bill that was quickly pushed through Congress without the benefit of public hearings or a thorough impact analysis. Since that time, accountants, attorneys and financial experts have parsed through the entire 500+ pages to identify many of the new opportunities and obstacles contained in the legislation.
To read the full newsletter, click here.

The Winter Whipsaw

February 7, 2018 SEIA


WHAT HAPPENED.
After one of the better Januarys on record, February is experiencing one of its worst starts ever. On the 5th, the Dow Jones dropped 1175, the worst point-drop EVER. The S&P 500® dropped a whopping 113 points, hitting a low of 2638 at one point intraday. While the numbers are large – especially thinking back to when the entire S&P 500 index dipped below 700 during the depths of the financial crisis – the markets are much higher now, so investors (and the media) should really focus on the percentage drop.

The New Tax Law: Winners and Losers

January 22, 2018 Deron T. McCoy, CFA®, CFP®, CAIA, AIF®


On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act – a bill that was quickly pushed through Congress without the benefit of public hearings or a thorough impact analysis. Over the last several weeks, accountants, attorneys and financial experts have begun parsing through the entire 500+ pages to identify all the new opportunities and obstacles contained in the legislation. While this information continues to be digested by the markets, we can identify a number of winners and losers as a result of various provisions of the new tax law. Download the full article here.

The SEIA Report

December 11, 2017 SEIA


In this final report we take a look back at 2017. To read the full report click here.

PCG Newsletter

December 11, 2017 SEIA


We’ve all heard it said countless times before: there’s nothing the stock market hates more than uncertainty! Yet in a year marked by a spate of natural disasters, nothing has managed to impede the market’s inexorable rise. In the twelve months following Donald Trump’s election, US stocks (the S&P 500®) rose 21%, making it the fourth largest post-presidential election yearly gain since 1936 – exceeded only by Bill Clinton (32% rise in 1996), JFK (29% growth in 1960) and Bush Sr. (23% in 1988).
Click here to read the full newsletter.

Meet the New Boss, Same as the Old Boss (Part II)

December 6, 2017 Deron T. McCoy, CFA®, CFP®, CAIA, AIF®


Four years ago in our December 2013 SEIA Report titled, “The Federal Reserve: Meet the New Boss, Same as the Old Boss”, we offered reasons why analyzing the human makeup of the Board is so important (hint: they more or less set monetary policy for the world, affecting global capital markets everywhere). We opined that the new incoming Federal Reserve Chair Janet Yellen was very much in line with her predecessor and that her appointment was a “signal to all investors that easy monetary policy will be the policy of choice for the foreseeable future” and “short-term interest rates might be low for another three years extending through 2016.” We concluded by stating “Yellen’s policies should support ‘risk assets’ (Equities, High Yield Bonds, etc.) in the near term with her hopeful goal of higher inflation and economic overheating (not a typo) four years out which will in turn convolute her reappointment process (in 2017).” Download the full article here.

Media Highlights

November 6, 2017 SEIA


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

The SEIA Report

September 28, 2017 SEIA


In this 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, CFA®, CFP®, CAIA, AIF®


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, CFA®, CFP®, CAIA, AIF®


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.

What should you do with that 401(k) when you retire?

April 22, 2016 SEIA


SEIA was featured in the Washington Post.
Click here to read the full article.

The End of Fiscal Austerity

March 15, 2016 SEIA


Between the never-ending U.S. election coverage and the recent turmoil in global capital markets, there’s a good chance you may have missed the December headlines coming out of Congress. For the first time in a halfdecade, the legislative body finally took positive action to benefit economic growth.
Download the full article here.

FEAR OR FUNDAMENTALS?

March 10, 2016 SEIA


After a frustrating 2015, where most major asset classes either returned less than 1% or lost money outright, investors were welcomed into the new year with the worst first ­week of stock market losses—EVER! Following the 6th worst opening day since 1928, the S&P 500 continued to lose ground, ending the first full week down 6%, with the tech­ heavy NASDAQ down 7.3%. But losses weren’t confined strictly to Large Caps—by mid­day Monday, small cap stocks (Russell 2000) were officially in bear market territory, down more than 20% from their June peak.
Download our full report here.

2016: Fear Trumps Fundamentals

February 20, 2016 SEIA


After a frustrating 2015, where most major asset classes either returned less than 1% or lost money outright, investors were welcomed into the new year with the worst first-week of stock market losses— EVER! After the 6th worst opening day since 1928, the S&P 500 continued to lose ground the rest of the week and by Friday the Index was down 6%, with the tech-heavy NASDAQ down 7.3%. And losses weren’t confined strictly to Large Caps—by midday Monday, small cap stocks (Russell 2000) were officially in bear market territory, down more than 20% from their June peak.
 
Download the full article here.

Why You Should Do A Digital Inventory of Your Assets

February 8, 2016 SEIA


SEIA’s very own Tom West was featured in this U.S. News article.
To read the full article click here.

The Top 25 High-Net-Worth Advisors in 2016

January 4, 2016 SEIA


SEIA was ranked among the 25 top high-net-worth advisors in 2016.
See the full list here.

OPPOSITES ATTRACT

December 31, 2015 SEIA


They say opposites attract. In capital markets, perhaps there are no two more opposite asset types than high-quality U.S. Treasuries and energy-related Master Limited Partnerships. One is deemed perhaps the safest asset in the world, while the other lately seems perpetually mired in losses. We focus on them a bit more closely this quarter, as we may be at an inflection point— for both assets.
Download our full report here.

Media Highlights

October 19, 2015 SEIA


Issues II & III of 2015 highlight SEIA’s featured articles throughout the year. Including articles such as:

Lamar Odom’s medical debacle offers lessons on estate planning, InvestmentNews.com, 10/19/15
The Right Way to Take Your IRA Withdrawals, Time.com, 10/14/15
The Shocking Things People (Especially Those Over 64) Don’t Know About Medicare, Huffington Post, 10/05/2015
Where to Stash Your Cash, Barron’s, 10/03/15
14 Technologies Seniors Should Use To Make Life Easier, About.com, 10/02/15
Prepare Your Bond Portfolio for Rising Interest Rates, The Street, 09/23/15
Barron’s names SEIA CEO Brian Holmes as a Top Independent Financial Advisor for Nine Consecutive Years, Market Wired, September 15, 2015
3 Ways Rising Interest Rates Could Affect Retirees, The Street, September 9, 2015
Financial Tips for Career Changers, U.S. News & World Report, August 2015
Financial Tips for Career Changers, Yahoo! Finance, August 2015
SEIA named on Los Angeles Business Journal’s Best Places to Work list, August 2015
When $1.5 Million Isn’t Enough for Retirement, Money Magazine, July 2015
Is Your Financial Advisor a Good Curator?, U.S. News & World Report, July 2015
Los Angeles Business Journal: The 100 Largest Money Management Firms,June 2015
Signature Estate and Investment Advisors, LLC Crosses $5 Billion in Managed Assets, May 2015
How to Jump Into the Foreign Rally, Wall Street Journal, May 3, 2015
Epic Rally in Stocks to Keep Running, CNN Money, April 2015
Take Advantage of Tax Alpha, InvestmentNews, April 2015
Q2 Investing Strategies: Top Five ETF Buys From Powerhouses With $1 Billion+ In Assets Under Management, Forbes, April 2015

To read issue II click here.
To read issue III click here.
 

GET OUR LATEST NEWS