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Year-End Action Items for Investors
As we approach the final weeks of 2025, there’s still time to make adjustments that can strengthen your financial plan before year-end. Below is our annual checklist—practical reminders to help you finish the year well and set up a strong start to 2026. A quick note: your advisor, tax professional,...
Year-End Charitable Giving: Q&A with Malcolm Butler
The final months of the year are a natural checkpoint. It’s a good time to align your giving with the causes you value and with your broader financial plan. Being intentional about timing and method helps you support organizations effectively while keeping your overall plan on track.
Year-End Financial Planning: Key Dates and Deadlines
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Although it’s only November, the end of the year will arrive before we know it. Between holidays and travel, the last few weeks of the year can fill up quickly. For clients considering planning opportunities before year-end, it’s important to start the process early.
TFG Spotlight: Kyle Powers, CFP®, AIF
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Kyle Powers’ career began in the U.S. Navy, where he learned that leadership and accountability aren’t just professional skills—they’re personal commitments. After eight years on active duty and continued service as a Captain in the Navy Reserve, those same principles guide his work at The...
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...