INSIGHTS
Is Inflation Back? (Clone)

As the economy reopens and we begin our post-pandemic lives, the world is starting to feel normal. However, many market prognosticators are calling fo...

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TFG Spotlight: Joel Goodman, CFA, CTFA (Clone)

For Joel Goodman, numbers are just the beginning. As CIO at TFG, he brings decades of investment experience, deep analytical rigor, and a calm, measur...

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Planning for the Next Generation: Insights from Bess Butler Brunson (Clone)

Advisor Q&A. Planning for the Next Generation: Insights from Bess Butler Brunson. Carrying forward a legacy of thoughtful, values-based financial plan...

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Wooden Blocks Spell Out 'R-I-S-K'
Managing Risk (Clone)

Since the birth of our nation, risk has been a fundamental component of our free market system. As fiduciary advisors, helping our clients prudently m...

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Estate Planning Mistakes to Avoid (Clone)

According to Caring.com’s 2025 Wills and Estate Planning Study, fewer than half of all Americans have completed any form of estate planning. 

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TFG Spotlight: Kyle Powers, CFP®, AIF (Clone)

Kyle Powers’ career began in the U.S. Navy, where he learned that leadership and accountability aren’t just professional skills—they’re personal commi...

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Year-End Action Items for Participants (Clone)

As we approach the final weeks of 2025, there’s still time to make adjustments that can strengthen your financial plan before year-end.

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Assisting Aging Parents: Practical Steps and Compassionate Conversations A Q&A with Malcolm Butler and Bess Butler Brunson (Clone)

In this Q&A, Malcolm Butler focuses on the planning and structural decisions that can help protect both generations, while Bess Butler Brunson shares ...

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The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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