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What Makes a Fiduciary Different

August 2025  By: JOEL GOODMAN, CFA
What Makes a Fiduciary Different
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...

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TFG Spotlight: Bess Butler Brunson, CFP®, CTFA

August 2025  By: TFGADMIN
TFG Spotlight: Bess Butler Brunson, CFP®, CTFA
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...

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How the One Big Beautiful Bill Act Keeps 401(k)s Intact, Adds New Deductions

August 2025  By: TFG 401(k) Team
How the One Big Beautiful Bill Act Keeps 401(k)s Intact, Adds New Deductions
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...

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How the One Big Beautiful Bill Act Could Impact Financial Planning

August 2025  By: SCOTT McGHIE, CFA
How the One Big Beautiful Bill Act Could Impact Financial Planning
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...

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