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TFG Spotlight: Joel Goodman, CFA, CTFA
For Joel Goodman, numbers are just the beginning. As Chief Investment Officer at The Fiduciary Group, he brings decades of investment experience, deep analytical rigor, and a calm, measured voice to client conversations. But at the heart of it all is a drive to help people make better financial...
Planning for the Next Generation: Insights from Bess Butler Brunson
At The Fiduciary Group, multigenerational planning is more than a service—it's part of our DNA. Few understand that better than Bess Butler Brunson, a third-generation wealth advisor. With deep family roots at TFG and a professional lens on legacy, Bess brings a thoughtful, client-centered...
Navigating Equity Compensation: Tax & Portfolio Planning
At the executive level, equity incentives are a common feature of compensation plans. But while equity compensation can offer a valuable financial boost, it can also introduce challenges without proper preparation.