The Signature Blog

Practical tips and resources on building your ideal life.

Choose a topic you need help with or scroll through the posts below and explore our approach to money and life.

Signature Wealth Market Update

September 2022 Market Update

As of mid-afternoon on September 23, the S&P 500 is re-testing the lows it hit in June.  This isn’t unprecedented as the stock market has a history of re-testing lows.  I wrote in August that I expected a pullback, although…

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The Fed and the Housing Market

Chief Economist Eugenio J. Alemán discusses current economic conditions. The Federal Reserve Bank (Fed), the central bank of the United States, has a difficult task ahead. The most important objectives of the Fed are: “maximum employment, stable prices, and moderate…

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market update

August 2022 Market Update

We’ve seen a big and welcomed, rally in stock prices since the end of June.  Since then, the S&P 500 index is up nearly 13%, and some of the laggards from early in the year have become the leaders.  While…

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7 Ways To Boost Your Savings

Discover smart options to grow your savings. Although saving more takes some effort, it may be easier than you think – there may even be “free” money available that can help. Here are some tips: Take advantage of an employer…

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Market Update

July 2022 Market Update

As we head into the second half of 2022, I wanted to take a moment to look back on what we have come through.  For starters, the first 6 months of 2022 were the worst January-June period for the stock…

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Social Security Myths and Misconceptions

RETIREMENT & LONGEVITY Learn how to get the most from your hard-earned benefits. There’s no doubt about it. Filing for Social Security can be daunting. There’s a ton of information – and misinformation – to weed through, as well as…

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market update

June 2022 Market Update

As summer unofficially started last weekend with Memorial Day, so starts what are usually slow trading days in the stock market.  Historically, summer has meant vacations for many on Wall Street, and that has led to lower volumes and markets…

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Get to Know Special Needs Trusts

ESTATE & GIVING Trust assets can be used for a variety of helpful and enriching benefits, all while not jeopardizing valuable government assistance. Caring for a family member or friend with a disability or special needs can be difficult to…

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Signature Wealth Market Update

May 2022 Market Update

I’m not one to wish time away, but I’m glad that April is over, from a stock market standpoint (and also because tax season is over!).  The S&P 500 lost 8.8% in April to finish off one of the worst…

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Protect your privacy on social media: How much is too much?

TECHNOLOGY & INNOVATION Follow these tips for protecting your privacy on social media. In 2020, there were 3.96 billion active users on social media and the number keeps growing. Whether it’s to find a place to eat, stay in touch…

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market update

April 2022 Market Update

Greetings! I hope that you had a nice March and that you are ready for Spring. In Florence, we’re digging out from our pollen storm, and it’s been a beautiful time to be outside, if your allergies can stand it!…

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“No Kids” Shouldn’t Mean “No Estate Plan”

ESTATE & GIVING Regardless of your family situation, it’s important to have certain estate planning essentials in place so that your legacy is left the way you intend. Estate planning can sometimes feel overwhelming, and those without children or close…

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signature wealth strategies market update

March 2022 Market Update

March Madness is in full swing, and unfortunately, I’m not referring to the basketball tournament. I save a number of beginning of the year market forecasts from various analysts, and will occasionally look back on them to grade the analysts’…

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Signature Wealth Strategies, Tax Planning, Florence SC

Trim Your Future Tax Bill by Thinking Ahead

Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize…

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market update

February 2022 Market Update

January was a rough month for stocks, as the S&P 500 index of large, U.S. stocks was down more than 5%.  That was the worst start for the index since 2009.  That’s an ominous start–historically there is some correlation between…

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Making a career pivot

FAMILY & LIFESTYLE Need to change jobs? Read five tips to help you redesign your work life. The past year led many of us to reflect on a tough question: Am I doing what I really want to be doing,…

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market update

January 2022 Market Update

Happy New Year! I hope 2022 is off to a good start for you. I am optimistic that it will be a great year! My indicators are still positive for the stock market and the economy. We are enjoying loose…

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Helping You Plan Today For The Tomorrow You Envision

Longevity is here to stay. But it’s quality – not just quantity – of life that truly matters. Fortunately, we’re here to help you with both. According to the World Health Organization, global average life expectancy has risen by more…

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