SIGNATUREENTREPRENEUR

As an entrepreneur, your business requires an inordinate amount of your time and energy.  At work and at home you have a lot of responsibilities, a lot of people depending on you and a lot of competing demands on your time – all of which can be stressful.  Many owners struggle with the pressures of running their business while trying to maintain balance in other areas of their lives (family, friends, faith, fitness, finances, fun & freedom).

If you’re like most owners the business is the primary source of income and the majority of your net worth is currently tied up in your illiquid business.  In addition, entrepreneurs are typically so busy working on/in the business that they often don’t make their personal finances a priority.

SignatureENTREPRENEUR is led by Jeff Peller.
Co-Founder, CEO, Director of SignatureENTREPRENEUR


CLICK HERE FOR BIO

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.

Read More

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.

Read More

News or Noise: Global Quantitative Tightening Underway

By | Asset Management | No Comments

If the year were to have ended last Friday, the broad U.S. stock and bond markets would both be down on the year, albeit slightly. Cash, in the form of three-month treasury bills, would be up, outperforming both stocks and bonds for the first time since 1994. Trade tensions, weakening global economic growth, and plunging oil prices are all potential drivers of weakness in risky assets. However, Ned Davis Research (NDR) offered another piece of the puzzle that they believe may be the driving force of this year’s investment difficulty – quantitative tightening.

Read More
X
X
X