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A Financial Planning Christmas Carol

December 2018  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
A Financial Planning Christmas Carol
Maybe it’s the holiday season, but financial planning makes me think of Charles Dickens’s A Christmas Carol.  Remember how Ebenezer Scrooge was visited by 3 ghosts—Christmas Past, Christmas Present, and Christmas Future?  It gave him the opportunity to witness, from a reality-ringside seat, a view...

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Hiring a CFO to Manage Your Family’s Wealth

December 2018  By: JOEL GOODMAN, CFA
Hiring a CFO to Manage Your Family’s Wealth
As you accumulate significant wealth, your financial world becomes increasingly complex. Your wealth may include not only stocks and bonds, but also private equity investments, real estate and perhaps a family business. Your estate plan may be complicated as well and may include a private...

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Gratitude

December 2018  By: MALCOLM BUTLER, JD
Gratitude
We enjoyed a wonderful Thanksgiving and Christmas, spending time with friends and family.  I have so much to be thankful for.  I am blessed to have such a wonderful family and to share time with so many exceptional friends.

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Not Reaching for Yield

November 2018  By: JARED HAMMERS, CFA
Not Reaching for Yield
At the 2013 Berkshire Hathaway meeting, a shareholder asked Charlie Munger for his thoughts on Federal Reserve policy and interest rates. Here’s what he had to say: “Well, I strongly suspect that interest rates aren’t going to stay this low for extended periods. But, as I pointed out, practically...

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How a Trust Can Protect Your Family from Themselves

November 2018  By: MALCOLM BUTLER, JD
How a Trust Can Protect Your Family from Themselves
You’ve worked hard to build wealth. You have more money than you will need in your lifetime and you want to ensure your assets will benefit your family once you’re no longer at the helm.

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We’re not just advisors, we are educators!

November 2018  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
We’re not just advisors, we are educators!
As a financial planner and investment advisor, my starting point is client education. To me this makes sense, because we all tend to be more engaged with matters that we understand—and understanding usually starts with knowledge. My goal is to empower clients with the knowledge they need to make...

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The Perils of Market Timing

October 2018  By: TFG INVESTMENT TEAM
The Perils of Market Timing
Following a choppy start to 2018, the U.S. stock market climbed 8% in the third quarter. However, most of those gains were given back during the recent sell-off. Even with the pullback, longer term returns have still been impressive: through October 24th, the trailing five-year and ten-year returns...

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The Countdown to Retirement: 7 Smart Ways to Get Ready

October 2018  By: SCOTT McGHIE, CFA, CPA
The Countdown to Retirement: 7 Smart Ways to Get Ready
Most people become even more focused on planning and saving as they near retirement age. The most common questions we hear people ask is, “Will I have enough money?” followed closely by, “When can I retire?” But what about high earners who know they’ll have enough money for their golden years? Is...

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Investing in Continuing Education

October 2018  By: TFGADMIN
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...

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The 9 Must-Have Tips for Picking a New 401(k) Plan

September 2018  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
The 9 Must-Have Tips for Picking a New 401(k) Plan
  Are you unhappy with your existing 401(k) provider and want a better option for your employees? Perhaps you’re wondering if there are better investment options out there — or if your 401(k) fees are too high. Maybe you’ve even found yourself dealing with the fallout from a poorly administered...

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