*Licensed attorney, not currently practicing. SEIA is not engaged in rendering legal, accounting, or tax services.
The reported Assets Under Management (AUM) represents the combined total of Signature Estate & Investment Advisors, LLC (SEIA) and its affiliated entities as of 3/31/2025. AUM includes portfolios continuously supervised or managed by SEIA and its affiliates. The AUM encompasses assets like stocks, bonds, ETFs, mutual funds, and cash, among others. For more details on the professional designations listed, including description, minimum requirements, and ongoing education requirements, please contact (310) 712-2323 or visit seia.com/disclosures. SEIA is an SEC-registered investment adviser; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. Securities offered through Signature Estate Securities, LLC, member FINRA/SIPC. Investment advisory services offered through SEIA, 2121 Avenue of the Stars, Suite 1600, Los Angeles, CA 90067, (310) 712-2323.
Partner Insights
Will Boomer Health and Other Realities Derail the ‘Great Wealth Transfer’?
The “Great Wealth Transfer,” like all things in life, has many layers and subtleties that need addressing. And the best place to start is by sitting down.
Strategies to Improve Your Investment Performance in 2023
If performance reports on your investments show you ended the year 2022 with an overall loss, you are not alone. Not by any means.
With Inflation Rising, How Do I Adjust My Investments?
My first response to that question would be: “Well, you’re already ahead of many investors because you realize that rising inflation should trigger adjustments in your portfolio.” But by “adjustments,” we do not mean tweaks to a portfolio to keep it safe until inflation calms down. Instead, we mean identifying those sectors in your investments […]
What are the top five gift and legacy–planning ideas that you should be considering?
Given the recent substantial increase in the estate and gift tax exemption (from $5.49 million in 2017 to $11.4 million this year) combined with future uncertainty (without legislative action, the exemption is slated to drop to around $6.5 million in 2025), many wealthy investors are taking advantage of the current environment to gift potential legacy […]
What is the best way to understand the pros and cons of family foundations and donor-advised funds?
Whatever your personal reason for engaging in philanthropy, there are two undeniable facts: Giving can be an incredibly fulfilling experience that, when carefully planned and structured, offers meaningful financial benefits. A planned giving program also affords more control over what will be given, when it will be given and how it should be used. But […]
How do I create a high-dividend income stream?
The case for periodic portfolio rebalancing is a sound one: Invariably, a portfolio’s target allocation becomes skewed—whether from the outperformance of a single stock or sector, or due to the kind of broad equity overweighting accompanying a prolonged bull market. You wake up one morning and realize that what was once a 60/40 stock-to-bond portfolio […]
How are stock and bond portfolios like real estate investments?
Building a portfolio is like building a custom home: It entails personalized preferences, tax considerations, risk tolerances, income needs and time horizons. The selection of securities is driven by the need to achieve desired outcomes, just as a homeowner wants certain finishes and appliances to work together to enhance the house as a whole. However, […]