READ OUR PUBLICATIONS

We send monthly newsletters to our clients, colleagues, and interested parties.

SUBSCRIBE TO OUR NEWSLETTER

Stock Market vs. Economy

June 2020  By: JOEL GOODMAN, CFA

Between a double-digit unemployment rate, sputtering economic activity, and a pandemic that has now taken the lives of more than 120,000 people in the United States, there was plenty to be worried about as equity markets plummeted in the month of March. And after the S&P 500 declined by more than 30% from its February…

Read More

Managing Generational Wealth Through Dynasty Trusts

June 2020  By: MALCOLM BUTLER, JD

If you have significant wealth you’d like to preserve, protect and share with future generations, a dynasty trust might be a strategic estate planning option to consider.  The dynasty trust is a type of irrevocable trust that’s designed with the long-term, multi-generational transfer of wealth in mind. One feature that makes a dynasty trust unique…

Read More

Continuing Professional Development: Our Director of Operations Earns his MBA

We are happy to announce that Brendan Flaherty, Director of Operations at The Fiduciary Group, recently graduated with his MBA from the Warrington College of Business at the University of Florida. Enrolling in the professional MBA program meant driving south on a monthly basis and juggling duties at The Fiduciary Group with classwork obligations on…

Read More

Speculating During the Pandemic

May 2020  By: JARED HAMMERS, CFA

At a time when casinos around the country are temporarily closed due to COVID-19, Americans have found a new avenue for wagering: short-term trading in the stock market. In addition to stay at home orders, there have also been technological improvements that enable anytime access to trading platforms, as well as a meaningful reduction in…

Read More

Survivorship Planning Checklist

May 2020  By: MICHAEL McLEOD, CFP®

In many families, one partner takes a more active role in handling the finances than the other. Often, this division of labor stems from fear, time pressure or lack of interest. Regardless of the root cause, having one spouse exclusively handling family finances can put the other partner in a difficult position in a time…

Read More

Planning for Retirement in the COVID-19 Age

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

This article was originally published within the Savannah Morning News, found HERE. Major economic events give us a compelling reason to revisit our retirement plans, evaluate household spending and take a hard look at our long-term goals. So, with the Coronavirus shaking up the marketplace and creating uncertainty in both the job and stock markets, how…

Read More

A Great Achievement Earned by Our Director of 401(k) Advisory Services

The Fiduciary Group is pleased to announce that Kyle Powers, Director of 401(k) Advisory Services, has successfully completed all of the requirements of the CFP® Certification program and is now a CERTIFIED FINANCIAL PLANNER™ professional.  To earn the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements: Education – In…

Read More

Planning Amid Uncertainty

April 2020  By: MICHAEL McLEOD, CFP®

In times of heightened volatility and uncertainty, it’s helpful to revisit the fundamental question of why we plan and invest in the first place.  As the COVID-19 pandemic continues to unfold, we will continue to see significant and wide-ranging implications on many aspects of our daily lives, businesses, and communities. The financial markets, too, have…

Read More

Traditional vs. Roth IRA: Which Option is Best for You?

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

You’ve been working hard and earning income for years, hopefully saving a portion of your earnings for retirement. With most pensions having gone away, retirement savings accounts like an Individual Retirement Account (IRA) are going to be your safeguard or reserve to generate retirement income. The type you choose — whether a Traditional IRA or a…

Read More

Why You Should Write a Letter to Your Executor–and What to Say in It

April 2020  By: MALCOLM BUTLER, JD

This article was originally published to subscribers of The Wall Street Journal, found HERE. I once had a client who half-jokingly told me he wanted to be buried with his iPhone in his hand so he could call me—the executor of his estate—from the afterlife to make his voice heard. Writing a letter to your…

Read More