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Self-Funding A College Education

June 2015  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Self-Funding A College Education
Funding a child’s or grandchild’s education is a high-priority savings goal for many families. This article will answer a few important questions:

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Savannah Fiduciary Seminar Makes 2015 Presentations and Exhibits Available Online

June 2015  By: TFGADMIN
Savannah Fiduciary Seminar Makes 2015 Presentations and Exhibits Available Online
The Savannah Fiduciary Seminar has made the 2015 presentations and exhibits available online in the form of podcasts, PDF downloads, and PowerPoint presentations. The Seminar brings together top professional service firms to present important updates, insights, and practical tips for 401(k) and...

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Fiduciary Group Teams up with Focus Financial Partners

April 2015  By: TFGADMIN
Fiduciary Group Teams up with Focus Financial Partners
The Fiduciary Group has entered into a strategic partnership with Focus Financial Partners effective April 1, 2015. Focus is the world’s largest partnership of independent wealth management firms, with partners across the United States and in the UK and Canada.

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Active vs. Passive Mutual Funds

April 2015  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Active vs. Passive Mutual Funds
Are mutual fund investors better served by investing in actively or passively managed mutual funds and ETFs? Short answer: depending on one’s individual circumstances, both types of funds can play a positive role in a well-diversified investment portfolio. Diversification among active and passive...

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Rising Equity Glidepath in Retirement

January 2015  By: MALCOLM BUTLER, JD
Rising Equity Glidepath in Retirement
Conventional wisdom in the investment advisory world has typically been that retirees should gradually reduce their equity exposure during retirement. One popular rule of thumb is that equity allocations should be annually rebalanced based on a formula of 100 less the retiree’s age. For example, a...

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Putting the Brakes on the Emotional Rollercoaster

January 2015  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Putting the Brakes on the Emotional Rollercoaster
Emotions can cause investors to do the wrong thing at the wrong time. We all know, rationally, we should buy low and sell high. Yet emotions can cause investors to do just the opposite.

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The Gen-X 401(k) Millionaire

October 2014  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
The Gen-X 401(k) Millionaire
Generation X—those born between 1965 and 1978—is known as the “401(k) generation.” They entered the workforce about the time that 401(k) plans were being introduced, and started their own retirement savings earlier than prior generations (the average age to start saving for retirement was 27). They...

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Investing Cash in Bull Markets

October 2014  By: MALCOLM BUTLER, JD
Investing Cash in Bull Markets
A common question that I frequently hear from our clients at The Fiduciary Group is “how can we invest fresh cash in stocks and bonds when prices seem so high?” Stock indices have repeatedly set new records this year, and bond prices have moved higher as yields have hovered near historic...

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Corporate Cash Allocation Decisions

July 2014  By: TFG INVESTMENT TEAM
Corporate Cash Allocation Decisions
Although the economic recovery since the 2008 financial crisis has been less than robust, companies have been doing quite well. Corporate profits as a percentage of GDP are at record levels, as companies have benefitted from the tailwinds of low interest and labor costs, while also focusing on the...

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Advice to My Children

July 2014  By: MALCOLM BUTLER, JD
Advice to My Children
In our last newsletter, I wrote about the investment advice that I learned from my father. In this issue, I will pass on the investment advice that I would like to share with my three children in the hope that it might also benefit the children and grandchildren of some of our Fiduciary Group...

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