Vince A. DiLeva has been in the financial services industry for 19 years. He joined Signature Estate & Investment Advisors LLC in 1997 as the firm was first opening its doors. In less than 10 years, SEIA reached its $1 billion in assets under management milestone, and the following year, Vince was named a senior partner. Vince is a Certified Financial PlannerTM professional and holds an MS degree in financial services. He specializes in investment management and overall wealth management strategies for affluent individuals and corporations. Vince lives in Redondo Beach, Calif., with his wife and three children.
Articles
A Balanced Fixed-Income Portfolio Enables You to Leverage Opportunities
Even if you are a seasoned and skilled investor, the current confluence of economic and geopolitical events might be more than a little disconcerting. Current events should also prompt a hard look at your portfolio, including the bond and cash portion. That is, fixed-income investments usually in the form of corporate, treasury, and municipal bonds […]
By Vince A. DiLeva
Nov 28, 2022What are some important considerations for your estate plan?
Understanding your estate plan It is common for clients to rely on an estate planning attorney to create their trusts and other legal documents and then to sign the documents without a thorough understanding of what they say. However, it is very important to understand the details of your estate plan and to be able […]
By Vince A. DiLeva
Nov 13, 2019How can I balance my portfolio’s need to generate cash flow with my desire for principal growth?
How can I balance my portfolio’s need to generate cash flow with my desire for principal growth to leave a legacy for my children? These are two very common and primary concerns in retirement. Tackling the dilemma of providing cash flow to meet expenses is a process, and you need to start in the months […]
By Vince A. DiLeva
Dec 18, 2018What, exactly, is “the sandwich”?
Much has been written about the baby boomers and millennials. But, what about the middle-aged group in their 40s and 50s who have a parent over age 65 and are raising children or supporting an adult child? Members of that population cohort are caught between taking care of their children and taking care of their […]
By Vince A. DiLeva
Mar 28, 2017What potential tax savings might there be in a volatile market environment?
The ups and downs of a volatile market often leave investors with a sense of paralysis: “Should I stay or should I go?” The following tips could allow you to “stay the course” while producing tax savings to mitigate the sting of those downturns. HARVEST CAPITAL LOSSES A tax liability on a realized gain will […]
By Vince A. DiLeva
Apr 25, 2016How do I rebalance ahead of the next recession?
The question is not ‘if,’ but rather ‘when’ the next recession will come. Recessions do not follow any set schedule, but are based on economic business cycles. And it seems that each time one occurs, investors and governments are surprised and unprepared. In reality, however, since World War II, the United States has had, on […]