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Staying Long-Term Focused During Volatile Times

October 2020  By: SCOTT McGHIE, CFA, CPA

Between the pandemic, political uncertainty, and civil unrest, investors have had no shortage of events to contend with during 2020. Combined with outsized stock market volatility, this year has shown no mercy in its contempt for a healthy investor psyche. Being invested in equities during these volatile times can prove difficult, but it continues to…

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How to Determine Your Ideal 401(k) Asset Allocation

October 2020  By: KYLE POWERS, CFP®, MBA, AIF

There are three major factors that impact your retirement goals: how much money you save, how long you save, and the rate of return on those savings. Quite often, investors focus on their short-term rate of return, which is the factor over which they typically have the least control. In fact, research conducted by Vanguard…

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TFG Promotes Bess Butler Brunson

We are pleased to announce that Bess Butler Brunson has been promoted to 401(k) Investment Advisor. In her new position on the 401(k) team, she is responsible for providing retirement education and investment guidance to 401(k) plan participants, day-to-day plan support, and assisting plan sponsors in meeting their ongoing fiduciary duties. Bess originally joined The…

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TFG Welcomes Cameron Kizzire Albach

We are excited to announce that Cameron Kizzire Albach recently joined our team as Communications and Office Manager. She is responsible for graphic design, marketing implementation, event planning and office management at the firm. Cameron brings more than 16 years of marketing experience to her new role. She previously worked as a freelance marketing strategist,…

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Cybercriminal Activity On The Rise Due To The Pandemic

September 2020  By: BRENDAN FLAHERTY

To say that 2020 has been an eventful year is obviously an understatement. The ripples of COVID-19 have disrupted personal and professional lives across the United States and beyond. Social distancing measures forced companies and their employees to work from home, relying on mobile technology capabilities to stay productive. This sudden increased dependence on technology…

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Why the Dow and S&P 500 Don’t Tell the Whole Story

  By: JOEL GOODMAN, CFA

At the end of August, ExxonMobil, Pfizer, and Raytheon Technologies were replaced in the Dow Jones Industrial Average by Salesforce.com, Amgen and Honeywell International. ExxonMobil’s removal is notable because the company has been a member of the Dow for more than 90 years: Standard Oil Company of New Jersey, a predecessor to ExxonMobil, was added…

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Happy 94th Birthday to Lee Butler

September was a big month for The Fiduciary Group’s founder and former Chairman Lee Butler. His son, daughter-in-law, granddaughters and spouses joined in a fun-filled evening to celebrate Lee’s 94th birthday at the Saltwater Grill in Savannah. Lee enjoys living on Dutch Island and staying in touch with family and friends. He’s also a proud,…

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Introducing Yuliya Kennedy

We are excited to announce Yuliya Kennedy has joined the team as a Client Services Associate. In her new position, Kennedy is a member of the firm’s client services team and is responsible for administration and reporting of client accounts. Kennedy brings more than 16 years of experience in business accounting to her new role,…

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How to Keep Heirs From Being Spendthrifts

August 2020  By: MALCOLM BUTLER, JD

This article was originally published to subscribers of The Wall Street Journal, found HERE. Over the course of my career, I’ve seen spendthrift beneficiaries attempt to burn through trusts—seeking money to fund credit-card debt, half-baked business ideas, designer shopping sprees and even plastic surgery. Spendthrift beneficiaries can be manipulative, self-centered and narcissistic in dealing with…

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Asset Allocation: The Importance of Maintaining a “Balanced” Approach in Today’s Market Environment

August 2020  By: JARED HAMMERS, CFA

As with most things in life, it’s uncommon to find a free lunch in investing. Generally speaking, investment returns tend to be commensurate with the level of risk incurred. However, it seems some investors are questioning that rule and reacting to the current low interest rate environment by reducing their allocation to high-quality fixed income…

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