Newsletter/Blog

Financial Times names Tom Endersbe a 2018 Top Financial Advisor

Tom Endersbe, CEO and co-founder of Signature Wealth Management, has been named to the Financial Times’ prestigious list of 400 Top Financial Advisers in the U.S. Financial advisers from across the brokerage industry applied for consideration and were graded on six...

Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act legislation has been passed by Congress and awaits the president's signature. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective for...

November Newsletter – A Time For Thanksgiving

(from the desk of John Madson CFP® CRPC®) I have a small ritual that I go through on a regular basis, which includes my vision for my future and the ways in which I want to improve myself.  It also includes a review of the things in my life that I am grateful for. On...
Enter your Email for our Newsletter >>>
Tax Cuts and Jobs Act

Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act legislation has been passed by Congress and awaits the president's signature. The Act makes extensive changes that affect both individuals and businesses. Some key provisions of the Act are discussed below. Most provisions are effective for...

read more
November Newsletter – A Time For Thanksgiving

November Newsletter – A Time For Thanksgiving

(from the desk of John Madson CFP® CRPC®) I have a small ritual that I go through on a regular basis, which includes my vision for my future and the ways in which I want to improve myself.  It also includes a review of the things in my life that I am grateful for. On...

read more
Global Growth in 2017

Global Growth in 2017

If you're invested in a broadly diversified portfolio, you've probably noticed that this year your international stocks are among your better performers.  If you're wondering why, here are two charts from our friends at JP Morgan that can help explain what's going on....

read more
Medicare Open Enrollment begins October 15th

Medicare Open Enrollment begins October 15th

What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what the plans cost and cover. In...

read more
August Newsletter – Gearing up for going back to school

August Newsletter – Gearing up for going back to school

August is upon us It may be a cliché, but Summer seems to be flying by! Hopefully you can pack in some extra fun before the Fall. This month we're highlighting some key items for parents as you gear up for the new school year. Back to School NEW 529 taxes benefits for...

read more
The Roth vs. Traditional Debate

The Roth vs. Traditional Debate

This week the Wall Street Journal reported on a recent Harvard study about the savings habits of people using Roth 401k contributions vs. traditional pre-tax 401k contributions. In a nutshell, the researchers are stating that people contribute roughly the same money...

read more

This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TX, VA, VT,  and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

NOTE: Before proceeding further, please be advised that this web site is operated by a registered representative associated with SagePoint Financial, Inc., a registered Broker/Dealer, Member FINRA/SIPC. The web site owner(s)is licensed to discuss with or offer investment & financial services & products only to residents of the states within which the owner(s) is licensed. Securities related services may not be provided to individuals residing in any other state. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owner(s) of this web site nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information.

Signature Wealth Management is a marketing name for securities and investment advisory services offered through SagePoint Financial, Inc.  Member FINRA/SIPC.