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The Importance of the CFP® Designation
Our clients are successful because they’re great at what they do, whether they own a local company, run a family-owned business or lead a large corporation. For clients who have a demanding work schedule, finding the time to focus on personal finances can be challenging, which is why it’s important...
Introducing Kyle Powers, MBA, AIF
We are excited to announce Kyle Powers has joined the team as the firm’s new Director of 401(k) Advisory Services. In his new position, Kyle will work with companies to develop strategic, well-rounded 401(k) plans, help their employees save for retirement, and offer participant financial education...
Multigenerational Family Unity and Prosperity
If you could see your children, grandchildren, and great-grand children together at a family gathering 50 years from now, what would you want to see and hear?
The Dangers of Public WiFi
At The Fiduciary Group, we proactively take a number of precautions every day, using a wide range of technology to minimize the risk of compromising client information. It’s important for our clients to exercise caution as well, particularly when using public WiFi. WiFi hotspots are popular,...
Promotion Announcement
The Fiduciary Group recently promoted Bess Butler to Associate Investment Advisor. In her new position, Bess is responsible for client relationship management, client communications and portfolio reviews. She joined The Fiduciary Group in 2017 as a Client Services Associate and is the third...
Thinking About Share Repurchases
When public companies generate cash, they have a handful of options: park it in a bank account; reinvest in their business; acquire other companies; pay dividends; or repurchase their stock.
Establish Trusts to Create Peace of Mind
I recently had an older client with a significant net worth who spent most of his life in good health, but experienced a severe mental decline in his final years. Unfortunately, he never set up a trust to protect his assets, so it became challenging to look out for his best interests using only a...
Introducing Michael R. McLeod, CFP®
We are excited to announce Michael R. McLeod has joined the team as the company’s new Senior Wealth Advisor and Director of Financial Planning. In his new position, McLeod is responsible for expanding the firm’s financial planning services and fostering life-long, wealth management client...
July is National Retirement Planning Month
In coordination with this July's national retirement planning month, Julia joined WTOC Mid-Morning LIVE to give sound advice and tips on saving for retirement. Watch the interview here!
Cyber Security — Thoughts in Hindsight
Imagine your entire world being turned upside down. You thought it wouldn’t happen to you. But now your accounts have been hacked and you are exposed. For many, cyber security is an afterthought until it happens personally. Yet taking simple steps can greatly improve your chances of avoiding data...