Theodore E. Saadé has been in the financial services industry since 1995. He joined Signature Estate & Investment Advisors LLC in 1997 as the firm was opening its doors. In less than 10 years, SEIA reached the milestone of $1 billion in assets under management. Theodore is a Certified Financial Planner, Accredited Investment Fiduciary and a Chartered Mutual Fund Counselor. He received a bachelor’s degree in economics with a specialization in biochemistry from the University of California–Los Angeles. Theodore specializes in overall wealth and investment management strategies for affluent individuals, foundations and corporations.A longtime resident of Los Angeles, he is involved in multiple charities throughout Southern California.
Theodore E. Saadé has been in the financial services industry since 1995. He joined Signature Estate & Investment Advisors LLC in 1997 as the firm was opening its doors. In less than 10 years, SEIA reached the milestone of $1 billion in assets under management. Theodore is a Certified Financial Planner, Accredited Investment Fiduciary and a Chartered Mutual Fund Counselor. He received a bachelor’s degree in economics with a specialization in biochemistry from the University of California–Los Angeles. Theodore specializes in overall wealth and investment management strategies for affluent individuals, foundations and corporations.A longtime resident of Los Angeles, he is involved in multiple charities throughout Southern California.
How to Turn ‘Down Market Lemons’ Into Tax Lemonade
When it comes to down-market “lemons,” the year 2022 at its midpoint has already served up a whole grove of them. Smart investors will want to revisit their plans and look for ways to turn those financial lemons into tax lemonade. And here are three strategies to get you and your advisors started.
More than 10 years have passed since the Great Recession. What have we learned?
"Volatility is a cost that we as investors must bear in exchange for enhanced investment gains overtime."
How can I apply my philosophy of leading an eco-friendly life to my investment portfolio?
Socially responsible investing (SRI) is hardly a new phenomenon. From the earliest days of the stock market, individuals and groups have sought ways to more closely align their investment portfolios with their values. But while traditional approaches have focused on excluding so-called sin stocks, recent years have seen a dramatic shift in tactics. Rather than […]
What’s the best way to invest in a maturing bull market?
Mountaineers call the area above 26,000 feet on Mount Everest the death zone because, without the aid of precautionary measures (e.g., supplemental oxygen), the human body rapidly begins to shut down in that rarefied air. While I certainly don’t wish to equate the current state of the market to that sort of dangerous environment, there’s […]
How can portfolio rebalancing keep you from veering off course on the bumpy road of today’s volatile markets?
Nearly everyone is familiar with the underlying rationale behind portfolio rebalancing. Over time, especially during extended bull or bear markets, allocations can significantly drift from their original targets. Without rebalancing, the risk-versus-return characteristics of a portfolio become misaligned with the investor’s long-term goals and risk tolerance. Perhaps no better example can be found than in […]
