Advisor Details
*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.
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 […]
What 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 […]
How 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 […]
What, 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 […]
What 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 […]
How 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 […]