In recent years, ‘fiduciary’ has become something of a marketing buzzword. But buzzword or not, fiduciary responsibility remains an important differentiator among financial advisors. At The Fiduciary Group, this responsibility has formed an important part of our identity since the firm’s earliest...
For Bess Butler Brunson, wealth management is more than a profession—it’s a calling rooted in family history. As the third generation of her family to serve clients at The Fiduciary Group, she proudly follows in the footsteps of her grandfather, who founded the firm, and her father, who serves as...
On the Fourth of July, President Donald J. Trump signed the One Big Beautiful Bill Act (OBBBA) into law. Early drafts of the OBBBA contained provisions that may have negatively impacted 401(k) plans. Thankfully, the final version of the law leaves the retirement planning system essentially...
On the Fourth of July, President Donald J. Trump signed the One Big Beautiful Bill Act (OBBBA) into law, ending months of tense Congressional negotiations. The final draft came with fewer major changes than many analysts anticipated. However, several provisions could impact the financial planning...