Corporate Cash Allocation Decisions

July 2014  By: JOEL GOODMAN, CFA, SCOTT McGHIE, CFA, CPA

Although the economic recovery since the 2008 financial crisis has been less than robust, companies have been doing quite well. Corporate profits as a percentage of GDP are at record levels, as companies have benefitted from the tailwinds of low interest and labor costs, while also focusing on the bottom line. This operational proficiency has…

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Advice to My Children

July 2014  By: MALCOLM BUTLER, JD

In our last newsletter, I wrote about the investment advice that I learned from my father. In this issue, I will pass on the investment advice that I would like to share with my three children in the hope that it might also benefit the children and grandchildren of some of our Fiduciary Group readers….

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Understanding Mutual Funds

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

When I meet with 401(k) participants to educate them about saving and investing, I always start with the basics—explaining, among other things, what stocks, bonds, and mutual funds are, and how and when they might be utilized in an investment portfolio. Because participants seem to find this information helpful, I thought it might be beneficial…

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