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What Makes a Fiduciary Different
In recent years, ‘fiduciary’ has become something of a marketing buzzword. But buzzword or not, fiduciary responsibility remains an important differentiator among financial advisors. At The Fiduciary Group, this responsibility has formed an important part of our identity since the firm’s earliest...
TFG Spotlight: Bess Butler Brunson, CFP®, CTFA
For Bess Butler Brunson, wealth management is more than a profession—it’s a calling rooted in family history. As the third generation of her family to serve clients at The Fiduciary Group, she proudly follows in the footsteps of her grandfather, who founded the firm, and her father, who serves as...
How the One Big Beautiful Bill Act Keeps 401(k)s Intact, Adds New Deductions
On the Fourth of July, President Donald J. Trump signed the One Big Beautiful Bill Act (OBBBA) into law. Early drafts of the OBBBA contained provisions that may have negatively impacted 401(k) plans. Thankfully, the final version of the law leaves the retirement planning system essentially...
How the One Big Beautiful Bill Act Could Impact Financial Planning
On the Fourth of July, President Donald J. Trump signed the One Big Beautiful Bill Act (OBBBA) into law, ending months of tense Congressional negotiations. The final draft came with fewer major changes than many analysts anticipated. However, several provisions could impact the financial planning...
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.