READ OUR PUBLICATIONS

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

SUBSCRIBE TO OUR NEWSLETTER

Fiduciary Group Teams up with Focus Financial Partners

April 2015  By: TFGADMIN
Fiduciary Group Teams up with Focus Financial Partners
The Fiduciary Group has entered into a strategic partnership with Focus Financial Partners effective April 1, 2015. Focus is the world’s largest partnership of independent wealth management firms, with partners across the United States and in the UK and Canada.

Read More

Active vs. Passive Mutual Funds

April 2015  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Active vs. Passive Mutual Funds
Are mutual fund investors better served by investing in actively or passively managed mutual funds and ETFs? Short answer: depending on one’s individual circumstances, both types of funds can play a positive role in a well-diversified investment portfolio. Diversification among active and passive...

Read More