The Election Is Over. Now What?

November 2020  By: MICHAEL McLEOD, CFP®

Election Day 2020 has come and gone, and many clients are naturally interested in what the results mean for their personal finances. Although President-elect Joseph Biden’s policy agenda offers stark contrasts to many current policies, particularly in the realm of tax policy, the degree to which the political consensus will push through sweeping changes remains…

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Staying Long-Term Focused During Volatile Times

October 2020  By: SCOTT McGHIE, CFA, CPA

Between the pandemic, political uncertainty, and civil unrest, investors have had no shortage of events to contend with during 2020. Combined with outsized stock market volatility, this year has shown no mercy in its contempt for a healthy investor psyche. Being invested in equities during these volatile times can prove difficult, but it continues to…

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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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8 Ways to Protect Yourself From Phishing Scams

February 2020  By: BRENDAN FLAHERTY

Every day, thousands of Americans fall victim to phishing scams. Phishing attempts by cybercriminals typically come in the form of email or text messages in order to trick unsuspecting individuals. Their goal is for the receiver to click a malicious link or attachment, or give away sensitive information such as passwords, account numbers or Social…

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Cyber Security — Thoughts in Hindsight

June 2019  By: BRENDAN FLAHERTY

Imagine your entire world being turned upside down. You thought it wouldn’t happen to you. But now your accounts have been hacked and you are exposed. For many, cyber security is an afterthought until it happens personally. Yet taking simple steps can greatly improve your chances of avoiding data exposure. Below are 10 habits that…

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Coordinating Couples

January 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI

If you and your significant other don’t always see eye-to-eye when it comes to finances, you’re not alone. When it comes to spending, investing, and planning, quite often couples are more divided than united. According to a recent study by Sun Trust Bank, 35 percent of married couples reported that money was the primary cause…

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