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Teresah Woolridge Joins The Fiduciary Group as 401(k) Financial Advisor, Bess Butler Brunson Joins the Firm’s Wealth Management Team

August 2022  By: TFGADMIN
Teresah Woolridge Joins The Fiduciary Group as 401(k) Financial Advisor, Bess Butler Brunson Joins the Firm’s Wealth Management Team
We’re delighted to announce that Teresah Woolridge recently joined The Fiduciary Group as a 401(k) Financial Advisor. In her new position, Teresah is responsible for providing retirement education and investment guidance to 401(k) plan participants, offering day-to-day plan support and assisting...

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Understanding Unitrusts

August 2022  By: MALCOLM BUTLER, JD
Understanding Unitrusts
When it comes to trusts, income beneficiaries and remainder beneficiaries typically have competing interests. Income beneficiaries usually want the biggest current distribution, while remainder beneficiaries prefer to protect and preserve trust assets so they will inherit more money in the future....

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Considerations For Investing in Bonds

July 2022  By: JARED HAMMERS, CFA
Considerations For Investing in Bonds
When many people think about investing, their minds immediately go to the stock market. However, the bond market is the largest securities market in the world, representing over $100 trillion of debt. The most common bonds include government, corporate, municipal, and asset-backed securities (where...

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Bess Butler Brunson earns Heritage Design Professional Certification

June 2022  By: TFGADMIN
Bess Butler Brunson earns Heritage Design Professional Certification
We are pleased to announce that Bess Butler Brunson, CFP® has successfully completed The Heritage Institute’s rigorous Heritage Design Professional™ (HDP™) certification process.  

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Staying Focused on Your Financial Plan

June 2022  By: JUSTIN KOHLER, CFP®
Staying Focused on Your Financial Plan
In today’s volatile global economic environment, it’s more important than ever to stay focused on your financial plan. An updated financial plan will assist in guiding your actions to help you be proactive, rather than reactive, regarding changes to the economic landscape.

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Market Commentary – A Fed in Transition

May 2022  By: JOEL GOODMAN, CFA
Market Commentary – A Fed in Transition
It has been a difficult start for the market in 2022 for both stocks and bonds. Certainly, a pause in performance wasn’t unexpected as the market has compounded at about 14% for the trailing three, five, and ten-year periods. We entered the year mindful of the risks of inflation on profit margins...

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Staying Grounded During Turbulent Times

April 2022  By: SCOTT McGHIE, CFA, CPA
Staying Grounded During Turbulent Times
The first quarter of 2022 has been anything but calm. After robust returns across markets during 2021, volatility returned meaningfully. This year began with growth stocks continuing a steep decline that started late last year, followed by indications the Fed would reduce its balance sheet and...

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Minimizing (or Eliminating) IRMAA Medicare Surcharges

February 2022  By: MICHAEL McLEOD, CFP®, CTFA
Minimizing (or Eliminating) IRMAA Medicare Surcharges
As with many transitions in life or business, a little advanced planning helps the process run much more smoothly. For investors in their 60s, a number of planning considerations come into sharper focus which means it is an especially important time for prudent planning. These considerations are...

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Celebrating Debra and Jean!

February 2022  By: TFGADMIN
Celebrating Debra and Jean!
We are celebrating Debra Bragg’s 40th and Jean Walz’s 30th year anniversaries at The Fiduciary Group!   Debra’s first day at The Fiduciary Group was February 14, 1982. At that time there were only 4 of us working at the firm, and we have since grown to a team of 15. Jean started her career at The...

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Which Type of Trust is Best for You and Your Family?

January 2022  By: MALCOLM BUTLER, JD
Which Type of Trust is Best for You and Your Family?
Americans are living longer than ever, which means it’s more important than ever to plan ahead for your financial future and to efficiently ensure the transfer of wealth to future generations. According to the Stanford Center on Longevity and The Longevity Project, Americans are living...

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