S&P 500 earnings growth has been booming thus far in 2018. In Q1, earnings gained 14.8% year-over-year and are forecast to grow by 20.3% in Q2, as opposed to Q2 2017. Much of the boom in earnings is coming from the December tax cuts, however, the economy continues to expand, even accelerate. Based on their latest data, the Atlanta Fed reports a real-time estimate for Q2 GDP. They call it GDPNow.
With a whirlwind of tax code changes that have come into effect this year, below are some opportunities to consider for your 2018 charitable giving plan. Two of the biggest changes are the elimination of personal exemptions and the increase of the standard deduction. Each year, taxpayers have the option to choose between taking the standard deduction or itemizing expenses. You deduct charitable contributions from your income through an itemized expense report and the standard deduction acts as a hurdle rate. If your itemized deductions fall short of the standard deduction, then you should take the standard deduction.
SignatureFD is pleased to announce the addition of J. Colin Sturgis, CFP® as an Advisor. In his role, Colin will bring trusted and personalized guidance to high-net-worth individuals and families to help them design their financial futures in order to maximize their impact.
SignatureFD is pleased to announce the addition of Jordan A. Hutchison, MS, BFA, as Advisor. In his role, Jordan will bring expertise in strategic financial planning, as well as a passion for delivering customized solutions that help clients lead purposeful and fulfilling lives.
Becoming a partner is the end goal for many in the financial advisory field. But in an industry that has been traditionally male-dominated and often solely focused on producing revenues, finding the path to partnership can be challenging, especially for those who don’t fit the conventional mold that has prevailed for decades.
Each year, Medicare may undergo complicated changes. And each year, a new group of 65-year-old individuals become eligible for Medicare enrollment. SignatureFD can help you simplify your Medicare decisions, keep you up-to-date on this year’s policy changes, and address some of your challenging Medicare questions.
SignatureFD, a leading privately held financial firm headquartered in Atlanta, is proud to be honored by InvestmentNews as one of the 50 Best Places to Work for Financial Advisers nationwide. Winners of this inaugural program are recognized for their efforts to attract and retain great talent and empower team members to provide clients with best-in-class investment and financial planning advice.
Did you know that over two-thirds of Americans would rather talk about their weight than discuss their finances? And it’s even tougher for women to bring up the subject. According to the 2015 Fidelity Investments Money FIT Women Study, 80% of women have refrained from speaking about money with a significant other. There are many reasons for avoiding sensible conversations about finances. Some people find money talk to be “tacky”, some fear being judged by others, while many were raised to never speak about finances. However, open conversations about money, especially with loved ones can actually help women live a more secure – and more peaceful – financial life.
But how do you have those courageous conversations? Kathleen Burns Kingsbury – a wealth psychology expert, founder of KBK Wealth Connection, host of Breaking Money Silence and an internationally published author and speaker – offers timely tips on how to speak openly about money with those closest to you.
So, the winter holiday season is over and we still have a ways to go before true spring and warmer weather. We settle into a period of winter boredom with an overwhelming sense of “Now what?” We try to fill up the time by shopping for bargains and joining a gym, but it just doesn’t get rid of the blah feeling. It may be time to give yourself a gift — the gift of travel.