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Bess Butler Brunson earns Heritage Design Professional Certification

June 2022  By: TFGADMIN
Bess Butler Brunson earns Heritage Design Professional Certification
We are pleased to announce that Bess Butler Brunson, CFP® has successfully completed The Heritage Institute’s rigorous Heritage Design Professional™ (HDP™) certification process.  

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Staying Focused on Your Financial Plan

June 2022  By: JUSTIN KOHLER, CFP®
Staying Focused on Your Financial Plan
In today’s volatile global economic environment, it’s more important than ever to stay focused on your financial plan. An updated financial plan will assist in guiding your actions to help you be proactive, rather than reactive, regarding changes to the economic landscape.

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Market Commentary – A Fed in Transition

May 2022  By: JOEL GOODMAN, CFA
Market Commentary – A Fed in Transition
It has been a difficult start for the market in 2022 for both stocks and bonds. Certainly, a pause in performance wasn’t unexpected as the market has compounded at about 14% for the trailing three, five, and ten-year periods. We entered the year mindful of the risks of inflation on profit margins...

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Staying Grounded During Turbulent Times

April 2022  By: SCOTT McGHIE, CFA, CPA
Staying Grounded During Turbulent Times
The first quarter of 2022 has been anything but calm. After robust returns across markets during 2021, volatility returned meaningfully. This year began with growth stocks continuing a steep decline that started late last year, followed by indications the Fed would reduce its balance sheet and...

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Minimizing (or Eliminating) IRMAA Medicare Surcharges

February 2022  By: MICHAEL McLEOD, CFP®, CTFA
Minimizing (or Eliminating) IRMAA Medicare Surcharges
As with many transitions in life or business, a little advanced planning helps the process run much more smoothly. For investors in their 60s, a number of planning considerations come into sharper focus which means it is an especially important time for prudent planning. These considerations are...

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Celebrating Debra and Jean!

February 2022  By: TFGADMIN
Celebrating Debra and Jean!
We are celebrating Debra Bragg’s 40th and Jean Walz’s 30th year anniversaries at The Fiduciary Group!   Debra’s first day at The Fiduciary Group was February 14, 1982. At that time there were only 4 of us working at the firm, and we have since grown to a team of 15. Jean started her career at The...

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Which Type of Trust is Best for You and Your Family?

January 2022  By: MALCOLM BUTLER, JD
Which Type of Trust is Best for You and Your Family?
Americans are living longer than ever, which means it’s more important than ever to plan ahead for your financial future and to efficiently ensure the transfer of wealth to future generations. According to the Stanford Center on Longevity and The Longevity Project, Americans are living...

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Market Commentary – Taking Stock of the Bull and Bear Case

January 2022  By: TFG INVESTMENT TEAM
Market Commentary – Taking Stock of the Bull and Bear Case
Market indices have had heady returns over the last several years. The S&P 500 index has had double-digit gains in five of the previous six calendar years, compounding at an 18.5% annual rate over the past five years and a 16.5% clip over the past ten years. Comparatively, since 1928, the index has...

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The ABCs of Financial Advice

November 2021  By: MICHAEL McLEOD, CFP®, CTFA
The ABCs of Financial Advice
Like most industries, the wealth management field has its own “language,” with a range of terms, jargon, and acronyms used by people in the profession. If you’re investing, it’s wise to take the time to understand common terms – as well as their implications – to make sound financial decisions for...

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Welcome Baby James!

November 2021  By: TFGADMIN
Welcome Baby James!
We are pleased to welcome our newest addition to The Fiduciary Group family. Cameron and her husband Drew are proud new parents to James who was born on November 9th.    Cameron joined in firm in 2020 as the Communications and Office manager. She is responsible for graphic design, marketing...

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