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Staying the Course: Disciplined Planning Leads To Flexibility
To some investors, financial planning can initially appear full of rules and rigidity. During your earning years, accumulating wealth is often achieved by years of disciplined saving and investing. In retirement, sustaining that wealth requires not only spending within one’s means, but also making...
TFG Spotlight: Scott McGhie, CFA
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For Scott McGhie, a career in wealth management has always been about balancing numbers with people. As Director of Portfolio Management and Senior Investment Manager, he combines technical skill, careful analysis, and a client-first philosophy that has guided him through more than two decades in...
Welcome to the Team
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Client Service Associates, The Fiduciary Group We’re delighted to welcome Katie Murphy and Shay Fitzgerald to The Fiduciary Group as Client Service Associates. Both bring diverse professional experience and a strong commitment to client service as they train under our experienced CSAs to provide...
What Makes a Fiduciary Different
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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...
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...
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...
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...
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
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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.