The Team Continues to Grow!

The Fiduciary Group is excited to announce two additions to the TFG team: Brendan Flaherty and Bess Butler. Brendan Flaherty is the Director of Operations, managing the firm’s technology platforms and business operations to ensure an optimal client experience.  He brings unique operational experience from financial technology vendor RedBlack Software and financial firms Scottrade and…

Read More

When I’m Not Working…

June 2018  By: JULIA BUTLER, CFP®, JD, MBA

It all started with a small plot in a community garden.  When I harvested my first bell pepper, I was hooked.  After a few years bending over two planter boxes at ground level, I decided to “straighten up.”  Literally, I wanted to stand up while I worked in my vegetable garden.  With the help of…

Read More

The Impact of Inflation

June 2018  By: MALCOLM BUTLER, JD

From the end of 2017 through April, inflation has increased from +2.1% to +2.5% (using CPI as a proxy). Over the same period, the yield on ten-year Treasury bonds has risen from 2.4% to 3.0%. These moves have led market participants to question if a change in the status quo is underway. Let’s assume inflation…

Read More

From Our Family to Yours: 4 Ways to Teach Kids About Money

June 2018  By: MALCOLM BUTLER, JD, BESS BUTLER

Teaching kids about money in the Digital Age isn’t always easy. Between online shopping, direct-deposit paychecks and banking by app, today’s children are growing up in a world where they may rarely experience a cash purchase or even a monetary transaction. To kids, it can look like the next item we want or need just…

Read More