Stock Market vs. Economy

June 2020  By: JOEL GOODMAN, CFA

Between a double-digit unemployment rate, sputtering economic activity, and a pandemic that has now taken the lives of more than 120,000 people in the United States, there was plenty to be worried about as equity markets plummeted in the month of March. And after the S&P 500 declined by more than 30% from its February…

Read More

Managing Generational Wealth Through Dynasty Trusts

June 2020  By: MALCOLM BUTLER, JD

If you have significant wealth you’d like to preserve, protect and share with future generations, a dynasty trust might be a strategic estate planning option to consider.  The dynasty trust is a type of irrevocable trust that’s designed with the long-term, multi-generational transfer of wealth in mind. One feature that makes a dynasty trust unique…

Read More

Continuing Professional Development: Our Director of Operations Earns his MBA

We are happy to announce that Brendan Flaherty, Director of Operations at The Fiduciary Group, recently graduated with his MBA from the Warrington College of Business at the University of Florida. Enrolling in the professional MBA program meant driving south on a monthly basis and juggling duties at The Fiduciary Group with classwork obligations on…

Read More