Category: Blog
3 year-end tips for retirees
<p>The end of the year is viewed as a time of spending. It can also be a time to consider tax-saving strategies. Here're the Signet advisors' tips for retirees.</p>
Political noise and investing
<p>The media flurry around the elections received a boost from impeachment talk. How will the complexities that follow major political events impact markets?</p>
Advice for investing near market highs
<p>The S&P 500 is again near all-time highs. Psychologically, it can be tough for some investors to stay invested and buy. However, it is not a signal to sell.</p>
4 areas of focus for retirement planning
<p>Investing during retirement can be a daunting task. Steve Tuttle explains how to build a sound retirement plan that will increase your chances of success.</p>
Help lower overall portfolio risk with short-term bonds
<p>Short-term bond strategies are attractive for investors seeking to enhance yield while defending against volatile markets. Here's more about their benefits.</p>
Tax-exempt bonds to ease the impact of lower SALT deductions
<p>Steve Tuttle discusses strategies on how to deal with higher federal tax liability from newly imposed limits on deductions for state and local taxes.</p>
How to put more certainty in your retirement income
<p>The emotional toll from the stock market crash of 2008 still lingers for retirees. To avoid a similar calamity may of them reduce exposure to equities.</p>
Should you consider a Roth IRA?
<p>Due to lower income tax rates the benefits to establishing Roth accounts are increasing. Here're strategies to optimize the use of tax-advantaged accounts.</p>
Why investors shouldn’t chase the S&P 500 or any benchmark
<p>Driven by fear of underperforming the market, investors tend to focus on stock market benchmarks. But benchmarking investment can take your eye off the ball.</p>
Follow us on social media
Investment advisory and financial planning services offered through Summit Financial, LLC., a SEC-Registered Investment Adviser, doing business as Signet Financial Management.
© 1988–2026 Signet Financial Management, LLC
© 1988–2026 Signet Financial Management, LLC
