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Public vs. Private Equity

December 2019  By: MALCOLM BUTLER, JD

At The Fiduciary Group, our investment universe primarily consists of publicly-traded equities (stocks) and fixed income securities (bonds).  From time to time, we receive questions from clients about making investments in non-publicly traded companies.  We typically refer to these types of investments as private equity, which consists of capital not listed or traded on a…

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5 Ways to Ease the Transition Before and After Retirement

December 2019  By: JOEL GOODMAN, CFA

You’ve worked hard your entire career, creating an exceptional track record at work and building a successful, fulfilling life for your family. Retirement is on the horizon – or, perhaps, it’s already here. According to the U.S. Census Bureau, the average length of retirement is 18 years, and the average age at which people retire…

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Savannah Magazine’s 2019 New Guard Honoring Bess Butler

The Fiduciary Group is proud of our very own Bess Butler for being selected as one of Savannah Magazine’s 2019 New Guards! The list recognizes the next generation of innovators, entrepreneurs, artists and change makers in Savannah. In the article, she was quoted: “My grandfather, Lee Butler, started The Fiduciary Group in 1970, and my…

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Year-End Planning Strategies

November 2019  By: MICHAEL McLEOD, CFP®

It always seems hard to believe, but another year is nearing a close and the holiday season is upon us. Now that we are in the final months of 2019, The Fiduciary Group team is hard at work helping our clients address a variety of year-end planning considerations.  The end of the year is a…

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Is Your Company’s 401(k) Plan Truly Looking Out for Employees?

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

As a responsible employer, you want the best for your team members and your company. In today’s competitive job market, it’s important to offer your employees an effective 401(k) plan that will help them achieve financial success in retirement as well as improve their overall financial wellness in their working years. The nature of and…

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Georgia Trend’s 2019 40 Under 40 List Honoring Scott McGhie

Our very own Scott McGhie was recently named to Georgia Trend magazine’s 2019 40 Under 40 class for his professional and philanthropic contributions to the Savannah community and the state. Georgia Trend’s 40 Under 40 list honors those who are making Georgia a great place to live and work. Scott and the rest of Georgia…

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Ignore Elections — Focus on the Long Term

October 2019  By: SCOTT McGHIE, CFA, CPA

As 2019 draws to a close, we’ve started to field an increasing number of questions about the potential impact of next year’s U.S. Presidential election. Specifically, clients are concerned about the potential impact that specific candidates and the policies they’ve advocated may have on the economy, the stock market, and their portfolio. For that reason,…

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Understanding the Mutual Fund Selection Process

October 2019  By: JARED HAMMERS, CFA

For many of our wealth management clients, we gain exposure to certain asset classes through hiring mutual fund managers. With thousands of available options, selecting a mutual fund is a daunting task for many investors. Understanding a fund’s track record, expenses and other publicly available attributes might be a good starting point for fund evaluation,…

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Employee Spotlight: Michael McLeod

As a Savannah native, Michael McLeod always felt a pull to get back to his hometown. Michael attended Washington and Lee University in Virginia, where he met his wife Bradley just a few weeks into their freshman year. After graduating, they decided to move to Atlanta, where Michael worked for a large multi-national law firm….

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Living with Uncertainty and Volatility

September 2019  By: JOEL GOODMAN, CFA

Over the past twenty-five years, the internet has profoundly changed many facets of our lives. And the pace of change has accelerated in the past decade with the proliferation of internet-connected mobile devices. Billions of people worldwide now have access to a wealth of knowledge. It’s a never-ending flow of news and information – instantaneous…

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