Blog

FAQs About the Ups and Downs of the Markets

By | Investments | No Comments

I lost money last year, that’s disappointing. I thought the economy was doing pretty well, what happened? Last year was a difficult one, even for diversified portfolios. We build diversified portfolios that allocate to growth assets in the form of equities, inflation-protecting assets like commodities and real estate, and income-oriented investments, namely bonds. Over the long run, diversification helps to minimize risk, but there are certainly years where a diversified portfolio can lose value. Last year was one of those years, and it’s something we plan for when we create a client’s financial plan and make projections about the future.

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Unraveling the Mysteries of Medicare

By | Planning | No Comments

At age 65, Medicare, the U.S government’s healthcare system for seniors, is likely to appear at the top of your to-do list. You’re probably asking yourself questions, like: What should I do about Medicare? When is the best time to enroll? Should I choose traditional Medicare or Medicare Advantage? If I choose traditional Medicare, do I need a Medicare Supplement policy? Which Medicare Supplement plan is right for me?

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SignatureFD Appoints Robin Lee Marx, CFA®, CFP® Director of Portfolio Management

By | Media | No Comments

ATLANTA, GA – December 10, 2018 – SignatureFD, a leading financial design and advisory firm that helps clients make an impact with their wealth, today announced the appointment of Robin Lee Marx as the company’s Director of Portfolio Management. Marx will oversee client investment strategy and execution, helping the team design and monitor customized portfolios for each client.  Marx will also support the client relationship team regarding the delivery and communication of SignatureFD’s unique investment concepts and beliefs to our clients.

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SignatureFD Appoints Lonnell Dawson Williams Director of Frazier & Deeter Strategic Partnership

By | Media | No Comments

ATLANTA, GA – December 7, 2018 – SignatureFD, a leading financial design and advisory firm that helps clients make an impact with their wealth, today announced the appointment of Lonnell Dawson Williams as the company’s Director of Frazier & Deeter Strategic Partnership. Williams will help SignatureFD elevate its partnership with Frazier & Deeter, a nationally ranked public accounting and advisory firm, through strategies that build community and promote growth.

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