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Keep an Eye on Proposed Tax Changes to Fund U.S. Economic Stimulus Plans

The fiscal stimulus train in Washington has continued to move forward. To date, Congress has passed several stimulus plans totaling an eye-popping $5 trillion to help mitigate the negative financial impact of the pandemic on Americans from coast to coast. Largely financed through deficit spending, these packages have included the $2.2 trillion Coronavirus Aid, Relief,…

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Why an Estate Plan Is the Best Gift You Can Give Your Grandchild


While awaiting the recent birth of my first granddaughter, I spent a lot of time thinking about the best possible gift I could give her. Ultimately, I decided that the ideal present for my grandchild was to give her parents–my daughter and her husband–a professionally drafted estate plan. New parents can be overwhelmed with the…

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The Evolution of Data Security


According to Eric Schmidt, we create as much information in two days now as we did from the dawn of man through 2003. The digital revolution has been powered by cheaper and faster infrastructure, allowing for the creation and storage of more data. More isn’t always better, but this treasure trove of information has become…

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The History of Retirement

February 2021  By: MICHAEL McLEOD, CFP®

For many Americans, building the financial assets to transition from daily work to retirement later in life stands apart as a top goal. The concept of retirement is deeply ingrained in today’s culture, but it’s actually a relatively new idea. In 1900, the average global life expectancy was just 31 years. By 2017, that number…

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Speculating vs. Investing

Over the past several weeks, significant volatility in the share price of video game retailer GameStop dominated news headlines. The shares began to soar at the end of January when investors united on social media platforms to drive the stock price higher (an outcome that was possible given the company’s relatively small size and limited…

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Strategic Ways to Optimize Financial Planning in 2021

January 2021  By: MALCOLM BUTLER, JD

As 2021 gets underway, there’s a palpable sense of optimism both domestically and internationally as we move forward with an expanded rollout of the COVID-19 vaccine. We hope the New Year will bring an increased demand for travel, dining, and entertainment that will give the private sector a much-needed boost. We also hope that 2021…

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Our Perspectives on 2020

When we wrote to our clients at the end of 2019, we opened with the following message: “As we begin a New Year and a new decade, many financial experts are polishing their financial crystal balls in an attempt to predict what the market will – or won’t – do in 2020 and beyond. The…

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Planning Throughout the Retirement Lifecycle


Three Phases of Retirement We generally think about retirement in three broad phases. Within each phase, distinct trends and priorities have emerged among retirees in the numerous studies that have been completed on the topic. Each client has their own unique plans for retirement, but understanding these general patterns provides helpful context and is a…

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The Election Is Over. Now What?

November 2020  By: MICHAEL McLEOD, CFP®

Election Day 2020 has come and gone, and many clients are naturally interested in what the results mean for their personal finances. Although President-elect Joseph Biden’s policy agenda offers stark contrasts to many current policies, particularly in the realm of tax policy, the degree to which the political consensus will push through sweeping changes remains…

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Employee Spotlight: Kyle Powers

Kyle Powers, Director of 401(k) Advisory Services at The Fiduciary Group, is a U.S. Navy Surface Warfare Officer and Navy Reserve Commanding Officer who has traveled the world through military service, conducting search and seizure operations in the Northern Arabian Gulf and participating in counter-narcotics efforts in central America. A military veteran with 19 years of combined…

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