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Coming Of Age During The Great Recession

April 2014  By: JULIA BUTLER, CFP®, JD, MBA, CFEI

The financial crisis and associated market volatility has caused a lot of people to lose confidence in the stock market. No group appears to have been more scarred by 2008, however, than the Millennials—the 21-36 year olds who “came of age” as investors over the last 10+ years. This chart tracks the S&P 500 index…

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Lessons On Investing from My Dad

April 2014  By: MALCOLM BUTLER, JD

My father started The Fiduciary Group over 40 years ago with the idea that clients would come to him primarily for trust and estate administration (he previously worked in, and ultimately was the head of, the trust department of a local bank). Early on, he found that more and more clients wanted him to manage…

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Investment Selection

January 2014  By: JULIA BUTLER, CFP®, JD, MBA, CFEI

This is the fourth installment in a series on the Investment Process of The Fiduciary Group. Before jumping into the subject of selecting investments, let’s recap the key takeaways from the first three steps in our investment process. Planning Execution of any important undertaking is more effective when planning precedes action. Effective planning helps us…

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End of Life Planning

January 2014  By: MALCOLM BUTLER, JD

Since we are all mortal, we will all personally face end of life issues. It is essential to have appropriate documents in place that will address both financial and healthcare matters that ultimately arise. In a recent survey completed by Boomer Market Advisor, 50% of respondents did not have a Will (and this rather startling…

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