Beyond the Numbers Archives | The Fiduciary Group

The Evolution of Data Security

April 2021  By: BRENDAN FLAHERTY

According to Eric Schmidt, we create as much information in two days now as we did from the dawn of man through 2003. The digital revolution has been powered by cheaper and faster infrastructure, allowing for the creation and storage of more data. More isn’t always better, but this treasure trove of information has become…

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The History of Retirement

February 2021  By: MICHAEL McLEOD, CFP®

For many Americans, building the financial assets to transition from daily work to retirement later in life stands apart as a top goal. The concept of retirement is deeply ingrained in today’s culture, but it’s actually a relatively new idea. In 1900, the average global life expectancy was just 31 years. By 2017, that number…

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Employee Spotlight: Kyle Powers

Kyle Powers, Director of 401(k) Advisory Services at The Fiduciary Group, is a U.S. Navy Surface Warfare Officer and Navy Reserve Commanding Officer who has traveled the world through military service, conducting search and seizure operations in the Northern Arabian Gulf and participating in counter-narcotics efforts in central America. A military veteran with 19 years of combined…

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TFG Promotes Bess Butler Brunson

We are pleased to announce that Bess Butler Brunson has been promoted to 401(k) Investment Advisor. In her new position on the 401(k) team, she is responsible for providing retirement education and investment guidance to 401(k) plan participants, day-to-day plan support, and assisting plan sponsors in meeting their ongoing fiduciary duties. Bess originally joined The…

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TFG Welcomes Cameron Kizzire Albach

We are excited to announce that Cameron Kizzire Albach recently joined our team as Communications and Office Manager. She is responsible for graphic design, marketing implementation, event planning and office management at the firm. Cameron brings more than 16 years of marketing experience to her new role. She previously worked as a freelance marketing strategist,…

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Cybercriminal Activity On The Rise Due To The Pandemic

September 2020  By: BRENDAN FLAHERTY

To say that 2020 has been an eventful year is obviously an understatement. The ripples of COVID-19 have disrupted personal and professional lives across the United States and beyond. Social distancing measures forced companies and their employees to work from home, relying on mobile technology capabilities to stay productive. This sudden increased dependence on technology…

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Happy 94th Birthday to Lee Butler

September was a big month for The Fiduciary Group’s founder and former Chairman Lee Butler. His son, daughter-in-law, granddaughters and spouses joined in a fun-filled evening to celebrate Lee’s 94th birthday at the Saltwater Grill in Savannah. Lee enjoys living on Dutch Island and staying in touch with family and friends. He’s also a proud,…

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Introducing Yuliya Kennedy

We are excited to announce Yuliya Kennedy has joined the team as a Client Services Associate. In her new position, Kennedy is a member of the firm’s client services team and is responsible for administration and reporting of client accounts. Kennedy brings more than 16 years of experience in business accounting to her new role,…

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The Fiduciary Group named in Financial Times 300 Top Registered Investment Advisers

We are delighted to announce that The Fiduciary Group has been included in the Financial Times 300 Top Registered Investment Advisers list for the second consecutive year. This prestigious list recognizes top independent Registered Investment Adviser (RIA) firms across the United States. “We are particularly honored to be included on the Financial Times 300 Top…

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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…

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