Caregivers not taking care of their own finances: Fidelity

Tom West senior partner at Signature Estate & Investment Advisors is quoted in InvestmentNews. “I’m grateful for Fidelity’s effort to spotlight this reality for caregivers. Financial advisers need to treat a period of care more as a certainty in retirement planning and less as a ‘what if’ contingency,”

“Our industry can guide, advise and support our senior clients through a time of being ‘less able’ so much better than how we serve today,” West said. “It’s high time for financial advisers to stop dismissing planning for care as somebody else’s job.”


Read More

Newsletter|Jul 2022

The SEIA Report Q2

Market Commentary|Jun 2022

Perspective During Volatile Markets

The Brew|Jun 2022

The Brew – Jul 7 2022

Investment Landscape|Jun 2022

Video: Hurricane?

Market Commentary|Jun 2022

Are We There Yet? Part II

Market Commentary|Jun 2022

Are We There Yet? Part I

Market Commentary|Jun 2022

Turning Market Lemons into Tax Lemonade

The Brew|Jun 2022

The Brew – Jun 15 2022

Market Commentary|May 2022

Is a Return to Stagflation in Our Future?

Investment Landscape|May 2022

Video: Some Good News

Market Commentary|May 2022

Market Update: Valuations

Market Commentary|May 2022

Are We Headed into a Recession?

Newsletter|Apr 2022

The SEIA Report Q1

Investment Landscape|Apr 2022

Video: Unfixed Income. Now What?

Market Commentary|Mar 2022

What do rising rates mean for equities?