Coming Of Age During The Great Recession

April 2014  By: JULIA BUTLER, CFP®, JD, MBA

The financial crisis and associated market volatility has caused a lot of people to lose confidence in the stock market. No group appears to have been more scarred by 2008, however, than the Millennials—the 21-36 year olds who “came of age” as investors over the last 10+ years. This chart tracks the S&P 500 index…

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Lessons On Investing from My Dad

April 2014  By: MALCOLM BUTLER, JD

My father started The Fiduciary Group over 40 years ago with the idea that clients would come to him primarily for trust and estate administration (he previously worked in, and ultimately was the head of, the trust department of a local bank). Early on, he found that more and more clients wanted him to manage…

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