Thomas C. West - SEIA

08/01/2024

🔍 Discover the latest insights in this month’s “The Brew” 🔍

Get ready for our quarterly Investment Roundtable webinar! Here's what’s on the agenda:
• AI Advancements: Explore how the latest developments in artificial intelligence are shaping the market.
• Investor Strategy: Learn how to strategically position your investments in the current environment.
• 2024 Forecasts: What to expect for the rest of 2024 and beyond.

Plus, delve into the complexities of interest rates. It’s more than just Fed decisions—understand how market dynamics, fiscal policies, and inflation play crucial roles.

Stay informed. Stay strategic. Start here: https://bit.ly/BREW0724

05/01/2024

📈 Wondering about what to anticipate for the rest of 2024 and beyond in the current economic environment? Our latest issue of has you covered. Learn more about AI's economic ripple effect–from foundational technologies to productivity gains–we're exploring how AI adoption reshapes industries and markets. Stay informed. Stay strategic. Start here. https://bit.ly/BREW424

01/22/2024

Financial Advisors, join Cheryl Nash, Michael Keogh, Michael Roth and me for The Next Chapter Virtual Summit on January 25 from 3:00-3:45pm ET. These leading experts will be talking about 3 innovative ways to approach organic growth in 2024. Register here: https://event.on24.com/wcc/r/4421060/1448598F18E1ECD73C0C63C9C529EDDF

09/27/2023

What's at stake if a shutdown becomes reality? Is it time for to prepare for significant adjustments to their strategy? My colleague Gene Balas cuts through the noise and shares what's really influencing the financial markets. Read his article here:

By Gene Balas, CFA® Investment Strategist Executive Summary The potential for a federal government shutdown is increasing. If Congress fails to ratify spending bills by September 30, many federal agencies face closure on October 1. Historically, government shutdowns have not triggered major market ...

09/12/2023

It’s been one great year for Arvette Reid! She’s been recognized with 3 prestigious awards in the last 12 months:
1) RIA Intel Rising Star 2022
2) WSR Black Client Advocate of the Year 2023
3) Financial Planning Rising Star 2023
We can’t wait to see what’s next for Arvette! https://loom.ly/I_z3e1g

06/14/2023

I’m truly honored to be chosen as the RIA Intel Advisor of the Year 2023. Thank you to RIA Intel for the recognition. I would not be here without my : Glenn McGregor, Robert Papa, Arvette Reid, Lisa Windsor, Gabriella Cajina, Levene LeBlanc McLean, Christine Sol, Ruderis Fuentes, and Jennifer Lcap Late.

Congratulations to all of the winners and finalists: Ally Jane Ayers, Toussaint Bailey, Cerity Partners, Sonya B. Dreizler, Shannon Eusey, Marc Horner, Phil Huber, Ritik Malhotra, Shana Orczyk Sissel, Karla Ortiz-Flores, Emily Platt, James Pryor, Gabriel Shahin, Lawrence Sprung, Jania Stout, +SUBSCRIBE®, and VANCE WEALTH.

In addition to announcing the winners, RIA Intel honored nine wealth management rising stars.

03/08/2023

Join us in congratulating Arvette Reid for being recognized as Client Advocate of the Year in Wealth Solutions Report Top Black Industry 2023. Arvette's dedication to client care and civic engagement shines through everything she does! Read more about Arvette and the other awardees here: https://wealthsolutionsreport.com/2023/02/28/wsr-pathfinder-awards-top-black-industry-leaders-of-2023/

02/17/2023

What's the silver lining of our ? Deron McCoy is back with his update to show us how 2023's looming is creating new opportunities for . Watch here: https://bit.ly/3YGqMiu

02/09/2023

The latest jump in interest rates was the smallest in the last several months, but we're not out of the woods. More hikes are expected, leaving many to question, are all of these necessary? Gene Balas, CFA, explained to InsuranceNewsNet that the gap in the job market might generate more , making the Fed take more action, "Remember that the Fed's goal is explicitly to slow the and allow unemployment to rise. Currently, there are more job openings than there are jobseekers to fill them." Read the full article here: bit.ly/3RZKFiN

02/08/2023

Rate hikes, a housing market cooldown, inflation... there’s a lot to unravel. Our newest edition of breaks our industry’s biggest news into bite-size pieces to help investors navigate February's market with confidence. Read here: https://bit.ly/brew223

02/03/2023

In January, the total amount of government debt hit the statutory debt limit. Congress hasn't yet passed a bill to raise the ceiling, so investors are forced to wrestle with the possible ramifications: What happens if a compromise isn’t reached? Should I change my portfolio allocation in response to these new risks? Read this piece by SEIA: https://www.seia.com/u-s-debt-ceiling-noise-or-cause-for-action/

01/25/2023

After a tumultuous year of storms between stocks and bonds, should investors brace for another hurricane - this time in the U.S. economy? Our newsletter uses patterns of prior market cycles to identify what's to come in 2023. Are the Roaring 2020s still to come? Read here: https://www.seia.com/the-seia-report-q4-2022/

01/09/2023

We are ranked #49 out of the 200 fastest-growing advisors to watch! We offer the Lifecare Affordability Plan at Signature Estate & Investment Advisors, LLC, to help older adults plan for healthcare and long-term care during retirement. https://www.advisorhub.com/advisors-to-watch-fastest-growing/

Disclosure: The 2022 AdvisorHub Fastest Growing Advisors to Watch ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism and Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than in other areas. Advisors considered have a minimum of seven years of experience, a compliance record with no more than three complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received, 200 advisors received the award. Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. This ranking is not indicative of the advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. A fee is not paid in exchange for this award/rating.

These two-hundred advisors won by bringing new clients into the fold, increasing assets and boosting production.

11/30/2022

Just released, our latest edition of ! Covering current market conditions, political effects on the market, a closer look into , and other top news as we move into the end of the year. Read more here: https://bit.ly/brew208

10/28/2022

We're excited to be celebrating 25 years of business! Serving you and your families has been a tremendous honor and our greatest . As we look forward to the , we understand that evolving our strategies is a necessary next step to serve generations to come.

We are pleased to announce our new broker-dealer, Signature Estate Securities (SES), and strategic partner, Reverence Capital Partners. These two new and exciting milestones will amplify the next stage of our evolution, and we can't wait to share this impact with you! Download the SEIA Q3 Report: https://www.seia.com/the-seia-report-q3-2022/

10/18/2022

Should you expand your portfolio's borders? In short, YES.

40% of wealth resides outside of the US, giving a ripe opportunity to diversify their portfolio by tapping into international economies. We expand on this in our new and dive into the fundamentals of adopting a global focus: bit.ly/ExBor

10/05/2022

Where do we currently stand with interest rates, , , and the overall ? We answer this in our newest addition of , which offers a comprehensive overview of top news and a market backdrop so that you can move into Q4 with confidence. Read here: www.seia.com/brew207/

09/26/2022

The equity investment from Reverence Capital Group is “part of SEIA’s long-term growth and continuity strategy,” according to the two companies. The Reverence partnership, meanwhile, “will provide the capital to enable SEIA to invest in the business while continuing to enhance the level of service and product offerings the firm provides.” Read more from Think Advisor:

Advisor Group will also make an investment to “support the next phase of SEIA’s growth,” the companies say.

09/23/2022

Hurricane season is catching some wind - and giving the the most push! This year's turbulent market continues to crash in on , leading to the question: how will this impact housing? We answer this in our , explaining how we got here and the forecast for the next 12 months. Read here:

By Deron T. McCoy, CFA®, CFP®, CAIA® Chief Investment Officer Don’t worry. We’re not about to step into the shoes of Al Roker or Willard Scott to opine on the weather, brewing tropical storms, and cones of uncertainty. Rather, when we say, ‘Hurricane Season,’ we’re referring to the many...

09/22/2022

New York-based private equity firm Reverence Capital Partners has taken an equity stake in Signature Estate & Investment Advisors, a Los Angeles-based hybrid registered investment advisor with over $16 billion in assets. Advisor Group, the broker/dealer platform owned by Reverence and which supports SEIA's turnkey asset management platform, has also made a minority investment in the RIA. The deal will allow SEIA, which has grown entirely organically over its last 25 years, to launch into the mergers and acquisitions space for the first time. Read more from Wealth Management:

The investment will allow Signature Estate & Investment Advisors to move into the M&A space for the first time and expand distribution for its TAMP.

09/21/2022

Hurricane season is catching some wind - and giving the the most push! This year's turbulent market continues to crash in on , leading to the question: how will this impact housing? We answer this in our , explaining how we got here and the forecast for the next 12 months. Read here: bit.ly/T22q3

09/21/2022

Signature Estate & Investment Advisors, LLC, a registered investment advisor (RIA) managing more than $16 billion in assets across its direct client base, is getting its first private equity infusion and launching its brokerage firm. With the deal, the Los Angeles-based firm founded 25 years ago by Brian Holmes, is getting a majority-stake investment by Reverence Capital Partners and an additional influx from Advisor Group. Read more in Financial Planning:

An innovative hybrid firm's new brokerage displays how the industry is placing advisory business at the center of its well-financed plans for the future.

03/17/2022

We are sailing through some unchartered waters today and those who are now planning to retire soon might be wondering if their financial plans are strong enough to withstand whatever happens next. However, according to our very own Chad Miller, “Successful retirement plans need to account for market volatility, and the recent drawdown in markets is average by historical standards.” Don’t miss out on his thorough opinion on the topic, shared with Think Advisor reporter Ginger Szala: http://bitly.ws/oQSu

03/14/2022

With high mostly resulting from the massive stimulus pumped into the over the past couple of years, investors need to adapt to this changing landscape by adjusting their portfolios. In our latest investment update video, SEIA’s Chief Investment Officer Deron McCoy, outlines some of the assets that may benefit during these turbulent times. https://www.seia.com/video-inflation-time-to-change/

03/14/2022

Inflation has surged to levels not seen since the early 1980s due in part to massive stimulus measures, snarled supply chains, and workers leaving the labor force. A new complication is now the conflict in Ukraine, which threatens to elevate inflation even more. And if consumer confidence weakens further, will they lose their appetite to spend? The Fed’s job has just become much more complicated. bit.ly/OforN

02/25/2022

Russia has invaded Ukraine and as expected, the global capital markets are reacting to these latest events, displaying considerable volatility. But will these events affect long-term outcomes for most investors? We take a look at how stocks reacted historically to other geopolitical events, considering from different angles where the markets could ultimately bottom: bit.ly/RUkra

02/22/2022

Congratulations to SEIA on once again being named a 2022 Best Places to Work for Financial Advisers by InvestmentNews. We are proud to be honored by InvestmentNews as one of the 75 Best Places to Work for Financial Advisers nationwide. https://bestplacesforadvisers.com/50-plus/signature-estate-investment-advisors-2/

02/18/2022

In the coming months, the Federal Reserve plans to end its emergency measures and begin raising in an effort to combat rising inflation. But given the current environment, what should you do to reposition? SEIA's Chief Investment Officer, Deron McCoy, provides further insight in our latest market commentary: bit.ly/UnfixInc

02/17/2022

Market volatility is back at the helm as investors fret over uncertainties, , and . These and other topics in our most recent : bit.ly/brew202

02/09/2022

As uncertainty abounds, global are reacting. But some is expected and it's often during these times of stress that real long-term wealth is generated. We take a deeper dive into some present concerns and possible outcomes for the market in our latest commentary: bit.ly/MktWinds