Jennifer Berkshire of The Chronicle of Philanthropy quotes Susan Colpitts, executive vice president and co-founder at Signature, in an article about charities finding it increasingly challenging to tap into baby boomer wealth.
Kathy Lynch of Private Wealth features Chris Noland, client strategist at Signature, in the “On the Move” section, highlighting his recent addition to the wealth management firm.
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.
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.
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.”