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We send monthly newsletters to our clients, colleagues, and interested parties.
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...
Saving for Your Child’s College Education
Benjamin Franklin once observed, “An investment in knowledge always pays the best interest.” Indeed, planning for your children to attend college is one of the most important investment decisions you’ll make in life. That plan must be developed, reviewed and adjusted many times through the years,...
Employee Spotlight: Carey Schwartzburt
Family Focus & Individual Achievement Almost eleven years ago, one year after completing her BFA in Graphic Design at SCAD and working in Atlanta, a young Carey Black longed for an opportunity to return to her beloved Savannah. Lucky for her, The Fiduciary Group understood the fundamental need for...
What to Do When a Loved One is Diagnosed with Dementia
We have seen an increase in the number of our clients or their parents suffering from dementia. According to the Alzheimer’s Association, there are just under 6 million Americans living with Alzheimer’s and this figure is expected to grow to nearly 14 million in the next 30 years. As we continue to...
Focus on Process — Not Always the Outcome
It’s tempting to make investment decisions based on previous performance. When the stock market is continually moving higher, as it had for most of the past decade, investors sometimes overlook the importance of process. But, as we all know, the stock market can be fickle. For that reason, whether...
Sustaining Family Wealth & Unity
Historically, 70% of inheritors squander their inheritance, and 90% of families fail to maintain their family unity and wealth for more than three generations. If Financial Planning helps protect and grow your money, and Estate Planning prepares your money for your family, Heritage Design, the...
Bull Market Turns 10 — What the Past 10 Years Taught Us, We Already Knew
The stock market bottomed in March 2009 after a prolonged and deep decline from its October 2007 highs. The financial crisis wounds were deep. The global banking system was nearly torn to shreds, forcing unprecedented monetary and regulatory actions. Debt markets were frozen. A new administration...
6 Key Considerations Before You Sell Your Business
Are you thinking about selling your business? Whether you own a new start-up or an established family-owned company, it’s critical to be strategic, thoughtful and intentional because the decisions you make now will affect your ability to protect and grow the proceeds from the sale for years to come.
Employee Spotlight: Alex Morris
Originally from South Florida, Alex discovered his passion for investing while in college. He originally planned on a career in building construction but changed his mind after stumbling upon some of the writings of investing legends such as Warren Buffett and Peter Lynch. During his senior year at...