Signature Estate & Investment Advisors, LLC

Happy 10-year anniversary to Natalie Rodgers!

Since joining SEIA in 2016, Natalie has been an important part of delivering the high level of service and support our clients and advisors rely on every day. As Manager of Client Services, she leads a team of client service associates supporting advisors across the firm.

Natalie, thank you for 10 wonderful years of hard work, collaboration, and continued commitment to SEIA. We appreciate everything you’ve done to help make SEIA what it is today.

We’re celebrating Eric Rosen’s 10 years at SEIA!

Over the past decade, Eric has played an important role in SEIA’s growth and evolution, helping strengthen the foundation that supports our advisors, clients, and long-term vision. Throughout his time at the firm, he has taken on a variety of leadership roles and has consistently helped drive collaboration, innovation, and operational excellence across the organization.

Today, as Chief Operating Officer, Eric leads SEIA’s operational strategy and infrastructure, helping position the firm for continued growth and scalability while supporting teams across the business.

Eric, thank you for your leadership, dedication, and lasting impact over the last 10 years. We’re proud to celebrate this milestone and grateful for everything you do for SEIA!

☕ The latest edition of The Brew is here!

As we reach the midpoint of 2026, we’re looking back at a first half defined by two very different quarters and sharing our outlook for the months ahead.

This month’s edition covers:
🔹 The market’s sharp rebound following a challenging first quarter
🔹 Broader market leadership beyond the largest technology companies
🔹 What inflation, Federal Reserve policy, earnings, and AI investment may mean for the remainder of 2026

🎥 Watch our 2026 Midyear Market Review: A Tale of Two Quarters for a closer look.

📘 Stay informed. Stay strategic. Start here: https://bit.ly/Brew0726

Join us in celebrating Joyce Mizuhata’s 25-year anniversary with SEIA!

Joyce has been a constant source of support, care, and positivity for both our clients and our team. Her thoughtful approach to her work has played an important role in creating the high-touch service experience that our clients have come to expect at SEIA.

Joyce, thank you for 25 incredible years of hard work, loyalty, and meaningful contributions. We are so grateful to work alongside you!

We’re celebrating Jacob Luke and his 5 years with SEIA!

As Manager of Wealth Strategy & Solutions, Jacob has been an important contributor to SEIA’s continued growth and innovation over the past five years. His thoughtful approach, collaborative mindset, and commitment to supporting advisors and clients alike help strengthen the strategic solutions and service experience we strive to deliver across the firm.

Thank you, Jacob, for five years of hard work and commitment to SEIA. We look forward to celebrating many more milestones ahead!

Happy 4th of July from SEIA.

As America marks 250 years of independence, we celebrate the values of freedom, resilience, and opportunity that continue to move our country forward.

Wishing you and your family a safe and enjoyable Independence Day.

AI’s investment story is expanding.

For much of the AI cycle, investor attention has centered on a handful of mega-cap technology companies. But as capital spending accelerates, the opportunity set is broadening across semiconductors, power infrastructure, industrial enablers, and the companies putting AI to work.

The next phase of AI may not be defined by one group of stocks, but by the broader economic ecosystem being built around it.

Read the article here: https://www.seia.com/ais-expanding-footprint/



Signature Estate & Investment Advisors, LLC (SEIA), an SEC-registered investment adviser, notes that such registration does not imply specific skill or training; no contrary inference should be drawn. This material is provided for general informational purposes only and does not constitute individualized investment advice or a recommendation of any specific security, strategy, or course of action. Past performance is not indicative of future results, nor do asset allocation or diversification guarantee profit or prevent loss. Investors should consult with their financial advisor before making any investment decisions.

What if the biggest retirement risk isn't market volatility?

For many affluent households, it's becoming too conservative too early and failing to maintain purchasing power over time.

In a recent Kiplinger article, SEIA's Jared Chase explains why age alone shouldn't drive retirement investment decisions. Instead, portfolios should reflect an individual's goals, objectives, and risk tolerance.

Read the full article here: https://www.kiplinger.com/retirement/retirement-planning/retirees-are-loading-up-on-stocks-is-that-wise-or-risky



Signature Estate & Investment Advisors, LLC (SEIA), an SEC-registered investment adviser, notes that such registration does not imply specific skill or training; no contrary inference should be drawn. This material is provided for general informational purposes only and does not constitute individualized investment advice or a recommendation of any specific security, strategy, or course of action. Past performance is not indicative of future results, nor do asset allocation or diversification guarantee profit or prevent loss. Investors should consult with their financial advisor before making any investment decisions.

Retirees are Loading Up On Stocks: Is That Wise or Risky? Many older savers are breaking the "golden rule" of retirement investing. Is your 401(k) taking on too much risk? Here's what you can do.

Where Annuities May Fit in Retirement Income Planning

Retirement income planning is not a single decision. It is a series of decisions around income needs, risk, taxes, liquidity, and long-term goals.

For some investors, annuities may be one piece of that broader planning conversation. Depending on the structure, they can help create more predictable income in retirement and address concerns such as outliving your assets and market volatility.

As with any financial planning tool, annuities are not one-size-fits-all and right approach starts with a clear understanding of your full financial picture.

Have questions about retirement income planning? Connect with SEIA to start the conversation: https://www.seia.com/contact/

Disclosure: Annuities are long-term financial products designed for retirement purposes. Guarantees are backed by the claims-paying ability of the issuing insurance company. Annuities may involve fees, surrender charges, limitations, and tax considerations. Consult with your financial advisor before making any investment or insurance decision.

Many wealth management firms are asking the same question: How do you move from experimenting with AI to implementing it at scale?

SEIA's Advait Kulkarni believes the answer has less to do with the technology itself and more to do with the foundation underneath it, a perspective he recently shared with Mike Byrnes in Rethinking65. Strong data. Thoughtful governance. Well-defined processes. Without those elements in place, even the most sophisticated AI tools can struggle to deliver meaningful value.

Advait discusses how firms can build an AI strategy that strengthens workflows, improves data quality, and supports responsible innovation, without losing sight of the human judgment and oversight clients depend on. Read the full article here: https://rethinking65.com/inside-the-ai-adoption-playbook-of-a-32-billion-ria/

Inside the AI Adoption Playbook of a $32 Billion RIA SEIA's technology chief explains why successful AI strategies start with workflows, trusted data and governance—not the latest shiny tool.