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TFG Spotlight: Joel Goodman, CFA, CTFA
For Joel Goodman, numbers are just the beginning. As Chief Investment Officer at The Fiduciary Group, he brings decades of investment experience, deep analytical rigor, and a calm, measured voice to client conversations. But at the heart of it all is a drive to help people make better financial...
Planning for the Next Generation: Insights from Bess Butler Brunson
At The Fiduciary Group, multigenerational planning is more than a service—it's part of our DNA. Few understand that better than Bess Butler Brunson, a third-generation wealth advisor. With deep family roots at TFG and a professional lens on legacy, Bess brings a thoughtful, client-centered...
Navigating Equity Compensation: Tax & Portfolio Planning
At the executive level, equity incentives are a common feature of compensation plans. But while equity compensation can offer a valuable financial boost, it can also introduce challenges without proper preparation.
Advisor Spotlight: Michael McLeod, CFP®, CTFA
A Personal Approach to Planning At The Fiduciary Group, we take a relationship-first approach tohelping families plan for the future—and no one models that mindset better than Michael McLeod. As Senior Wealth Advisor and Director of Financial Planning, Michael guides clients through every stage of...
Estate Planning Mistakes to Avoid
Estate planning is one of the most important parts of long-term financial planning. Not only does an estate plan document your end-of-life wishes, but it also helps ensure that your wealth is effectively transferred to the next generation.
Planning Amidst Volatility
By any measure, the second quarter of 2025 has been a volatile experience for investors as global financial markets made dramatic swings, largely in response to a highly uncertain economic policy environment.
2025 Market Commentary – Bull vs. Bear and Beyond
Like most investors, we have been impressed by the enduring strength of the U.S. economy and the overall performance of the market. Financial assets delivered another superb year in 2024, driven by resilient economic growth, declining inflation, and enthusiasm surrounding advances in artificial...
Year-End Action Items for Investors 2024
As we approach the final weeks of 2024, there is still time for investors to make important year-end financial adjustments to position for a strong financial finish to 2024. Our annual year-end action items provide ideas and reminders to make the most of your financial plan.
Interest Rate Planning Considerations
Interest rates have become a focal point for investors in the lead-up to the Federal Reserve’s two-day meeting earlier this week. Fed Chair Jerome Powell announced on Wednesday that the Fed will cut the federal funds rate by 0.50%, which marks the first rate reduction since 2020. Interest rates...
Navigating Financial Planning Together with Your Spouse
Married couples tend to divide up household responsibilities in accordance with their strengths and preferences, but when it comes to financial planning, it’s critical that both spouses be involved, knowledgeable, and informed. Communication is key to ensuring that both spouses are financially...