The Gen-X 401(k) Millionaire

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

Generation X—those born between 1965 and 1978—is known as the “401(k) generation.” They entered the workforce about the time that 401(k) plans were being introduced, and started their own retirement savings earlier than prior generations (the average age to start saving for retirement was 27). They highly value 401(k) plans as an important benefit, evidenced…

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Investing Cash in Bull Markets

October 2014  By: MALCOLM BUTLER, JD

A common question that I frequently hear from our clients at The Fiduciary Group is “how can we invest fresh cash in stocks and bonds when prices seem so high?” Stock indices have repeatedly set new records this year, and bond prices have moved higher as yields have hovered near historic lows. Investors have continued to put…

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