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Managing Financially After Losing A Spouse

August 2018  By: JOEL GOODMAN, CFA
Managing Financially After Losing A Spouse
Grappling with the loss of a loved one is the most difficult time in one’s life. Often, after years of working with an affluent couple, we find ourselves guiding the surviving spouse through the financial aspects of this major life change. Generally, it’s the husband who passes first, so quite...

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Choosing A Smart Investment Strategy

August 2018  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Choosing A Smart Investment Strategy
If you’ve ever looked at a graph of stock market returns, you might notice the similarities with an EKG. Lots of ups and downs. But overall, the trend is up. Over the long term, the stock market has delivered compounded annual rates of return of 8-10% per year. In order to achieve the long-term...

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The Schwartzburt Family Grows!

August 2018  By: TFGADMIN
The Schwartzburt Family Grows!
Carey joined The Fiduciary Group in 2008. Since then, the TFG Team has had the pleasure of watching her marry her husband, Joseph Schwartzburt, and have three beautiful children. The most recent addition to their family is Piper Joan who was born August 4th at 11:12am weighing seven pounds and one...

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