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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...
Taking Financial Wellness from Good to Great!
I’ve had the pleasure recently of working on financial planning with three young couples, one in their early 30’s, one in their early 40’s, and one in their early 50’s. They are all high-income earners and have managed their finances responsibly. They save regularly to their respective 401(k)...
7 Considerations for the Multigenerational Transfer of Wealth
Congratulations on becoming a grandparent! By any measure, this is an exciting, rewarding time. This life change also offers the opportunity to revisit your estate plan to determine the best ways to “pay it forward” for your grandchildren. What should you keep in mind when planning to share your...
Advocates of Literacy
Bess Butler and Lee Butler, the founder of The Fiduciary Group, participated in the Savannah Rotary Read-In together on March 13th by reading the “Little Bear” book to first graders at May Howard Elementary. Bess and Lee gave a “Little Bear” book and a teddy bear to each of the 21 students in the...
The Value of Discretionary Investment Management
At The Fiduciary Group, we serve as fiduciary investment advisors. This means that we are required to act in the best interest of clients and to not place our own interests ahead of clients. As part of this relationship, we have the discretion to act on our client’s behalf and we endeavor to make...