The Perils of Market Timing

October 2018  By: JOEL GOODMAN, CFA, SCOTT McGHIE, CFA, CPA, ALEX MORRIS, CFA, MBA, JARED HAMMERS, CFA

Following a choppy start to 2018, the U.S. stock market climbed 8% in the third quarter. However, most of those gains were given back during the recent sell-off. Even with the pullback, longer term returns have still been impressive: through October 24th, the trailing five-year and ten-year returns for the S&P 500 were 10.9% and…

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The Countdown to Retirement: 7 Smart Ways to Get Ready

October 2018  By: SCOTT McGHIE, CFA, CPA

Most people become even more focused on planning and saving as they near retirement age. The most common questions we hear people ask is, “Will I have enough money?” followed closely by, “When can I retire?” But what about high earners who know they’ll have enough money for their golden years? Is retirement planning still…

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Investing in Continuing Education

October 2018  By: SHANON ROYAL, CPA, IACCP®

  The Fiduciary Group is proud to announce that Shanon Royal has obtained her IACCP® compliance designation. Successful completion of the certification program demonstrates commitment to professional development of the knowledge, skills, and best practices required in administering the firm’s compliance program, testing and reviews. Shanon joined TFG in April of 2016 as Director of…

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