Investment Selection

January 2014  By: JULIA BUTLER, CFP®, JD, MBA, CFEI

This is the fourth installment in a series on the Investment Process of The Fiduciary Group. Before jumping into the subject of selecting investments, let’s recap the key takeaways from the first three steps in our investment process. Planning Execution of any important undertaking is more effective when planning precedes action. Effective planning helps us…

Read More

End of Life Planning

January 2014  By: MALCOLM BUTLER, JD

Since we are all mortal, we will all personally face end of life issues. It is essential to have appropriate documents in place that will address both financial and healthcare matters that ultimately arise. In a recent survey completed by Boomer Market Advisor, 50% of respondents did not have a Will (and this rather startling…

Read More