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Bloomberg, August 6, 2012 Anthony Effinger at Bloomberg Markets magazine quotes Susan Colpitts, executive vice president and co-founder at Signature, in an article about business growth within family offices. Colpitts discusses Signature’s techniques and management plans for affluent clients. In addition, the article accompanies a survey released by Bloomberg which highlights Signature as the highest ranked family office for year over year growth, as Signature boasted a 36 percent expansion in business. |
Private Wealth, March 2011 Issue Karen Demasters of Private Wealth features Anne Shumadine, co-founder and chairman at Signature, Randolph Webb, president and CEO at Signature, and Susan Colpitts, co-founder and executive vice president at Signature, in an article discussing the firm’s success. |
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Family Business Magazine, September 2011 Issue Anne Shumadine, co-founder and chairman at Signature, writes an article for Family Business Magazine that details the importance of clients developing a strategic plan for investments. Shumadine explains that creating a guideline of maintaining financial goals will be beneficial toward securing financial success. |
Barron's, April 17, 2012 Richard C. Morais of Barron’s features Wistar Morris, principal and client strategist at Signature, in an article about advising clients with new wealth. Morris explains that when clients fall into “sudden wealth,” they often will find themselves adjusting to the change for years to come. |
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Reuters, June 13, 2012 Jennifer Hoyt Cummings of Reuters quotes Wistar Morris, principal and client strategist at Signature, in an article about advisors underestimating how often and how much affluent clients donate to charity. The article highlights that clients typically want to know the best vehicles to utilize and the best assets to donate. Morris explains the benefits of using donor-advised funds for clients and also suggests how clients can avoid capital gain taxes by donating stock instead of cash. |
New York Times, June 11, 2012 Christine Hauser of The New York Times quotes Weyman Gong, principal and portfolio manager at Signature, in an article about the short-lived market rally that occurred after the Spanish bank bailout. While US and European markets were strong recently, Spain’s 100 billion euro bailout reinforced the volatile bank system in the Eurozone, leaving investors feeling pessimistic. “The European crisis is going to be prolonged for a couple of years,” Gong says. “The problem may be bigger than people had expected.” |
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Bloomberg , February 2, 2012 Margaret Collins quotes Andrew Gorczyk, portfolio manager at Signature, in an article about Facebook’s IPO. While some wealthy investors shy away from the risky technology sector, Gorczyk explains that others tend to own the stock through private transactions. |
Financial Planning, February 1, 2012 Ann Marsh of Financial Planning quotes Susan Colpitts, co-founder and executive vice president at Signature, in an article about the top tax strategies to consider for 2012. Colpitts advises financial planners look at investment interest expenses for deductions. “For any investor, see if they can deduct interest expenses that they paid on investments and look to see if this is optimized,” she says. “The determination of when this is possible is somewhat complex but planners can check IRS Form 4952 and use tax software to do that calculation.” |
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Reuters, February 1, 2012 Marla Brill of Reuters features Weyman Gong, principal and portfolio manager at Signature, in an article about emerging market stocks poised to create positive portfolio returns for investors in 2012. Gong explains that he allocates almost 20 percent of client’s portfolios to ETFs and mutual funds and focuses on emerging markets primarily because the stocks are stemming from robust, increasingly growing economies. |
The Street, January 31, 2012 Chao Deng of TheStreet.com quotes Weyman Gong, principal and portfolio manager at Signature, in an article about the stock market having its best January results since 1997, amidst worries about negative US economic reports and Eurozone debt concern. “The market is floating in a sea of optimism,” Gong explains. “Stocks are poised to rise further and while [yesterday’s treaty] doesn’t solve current problems in Europe, it does indicate that the EU has a consensus to remain on the path of fiscal federation. We continue to see a determination from Europe to resolve its issues.” |
