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Investing in Continuing Education
The Fiduciary Group is proud to announce that Shanon Royal has obtained her IACCP® compliance designation. Successful completion of the certification program demonstrates commitment to professional development of the knowledge, skills, and best practices required in administering the firm’s...
Oh No! The Big 5-0
Joel Goodman, Chief Investment Officer of The Fiduciary Group, celebrated his 50th birthday on September 12th. TFG celebrated this big milestone by decorating Joel’s office with an embarrassing amount of balloons and by serving up a birthday breakfast for the whole team to enjoy. There was plenty...
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...
The Team Continues to Grow!
The Fiduciary Group is excited to announce two additions to the TFG team: Brendan Flaherty and Bess Butler.
The Graduates’ Trillion Dollar Problem
Over the past few decades, student debt has transformed from a tool for accessing higher education to a significant obstacle preventing young people from accumulating wealth and saving towards retirement. According to a February 2017 report published by the Federal Reserve Bank of New York,...
Chasing Good Companies, Not Yield
In the second quarter newsletter, we noted there were more than $10 trillion of negative-yielding bonds around the world. While U.S. Treasury bonds are not in that group, they are pretty close: the 10-year Treasury currently yields 1.6%, compared to an average of 6.5% over the past 50 years.
Savannah Fiduciary Seminar Makes 2015 Presentations and Exhibits Available Online
The Savannah Fiduciary Seminar has made the 2015 presentations and exhibits available online in the form of podcasts, PDF downloads, and PowerPoint presentations. The Seminar brings together top professional service firms to present important updates, insights, and practical tips for 401(k) and...
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.