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Celebrating Debra and Jean!

February 2022  By: TFGADMIN
Celebrating Debra and Jean!
We are celebrating Debra Bragg’s 40th and Jean Walz’s 30th year anniversaries at The Fiduciary Group!   Debra’s first day at The Fiduciary Group was February 14, 1982. At that time there were only 4 of us working at the firm, and we have since grown to a team of 15. Jean started her career at The...

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Which Type of Trust is Best for You and Your Family?

January 2022  By: MALCOLM BUTLER, JD
Which Type of Trust is Best for You and Your Family?
Americans are living longer than ever, which means it’s more important than ever to plan ahead for your financial future and to efficiently ensure the transfer of wealth to future generations. According to the Stanford Center on Longevity and The Longevity Project, Americans are living...

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Market Commentary – Taking Stock of the Bull and Bear Case

January 2022  By: TFG INVESTMENT TEAM
Market Commentary – Taking Stock of the Bull and Bear Case
Market indices have had heady returns over the last several years. The S&P 500 index has had double-digit gains in five of the previous six calendar years, compounding at an 18.5% annual rate over the past five years and a 16.5% clip over the past ten years. Comparatively, since 1928, the index has...

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The ABCs of Financial Advice

November 2021  By: MICHAEL McLEOD, CFP®, CTFA
The ABCs of Financial Advice
Like most industries, the wealth management field has its own “language,” with a range of terms, jargon, and acronyms used by people in the profession. If you’re investing, it’s wise to take the time to understand common terms – as well as their implications – to make sound financial decisions for...

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Welcome Baby James!

November 2021  By: TFGADMIN
Welcome Baby James!
We are pleased to welcome our newest addition to The Fiduciary Group family. Cameron and her husband Drew are proud new parents to James who was born on November 9th.    Cameron joined in firm in 2020 as the Communications and Office manager. She is responsible for graphic design, marketing...

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Why Having a Will is Just One Aspect of Your Estate Planning

October 2021  By: MALCOLM BUTLER, JD
Why Having a Will is Just One Aspect of Your Estate Planning
Over the years, I’ve had a number of clients who mistakenly think that a legally binding will has the power to keep their estate out of probate court. However, to put it simply: having a will isn’t enough. Additional steps must be taken in order to ensure the strategic transfer of assets to your...

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Kimberly Beiter Joins The Fiduciary Group as Client Services Associate

October 2021  By: TFGADMIN
Kimberly Beiter Joins The Fiduciary Group as Client Services Associate
Join us in welcoming Kimberly Beiter as a Client Services Associate. In her new position, Beiter is a member of the firm’s client services team and is responsible for the administration and reporting of client accounts.

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Hayden L. Blow Joins The Fiduciary Group as Research Analyst

October 2021  By: TFGADMIN
Hayden L. Blow Joins The Fiduciary Group as Research Analyst
Join us in welcoming Hayden L. Blow as a Research Analyst. In his new position, Blow serves as a key member of the firm’s investment team, with responsibilities including research, portfolio construction and trading.

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Bess Butler Brunson Honored in Georgia Trend's 40 Under 40 Issue

September 2021  By: TFGADMIN
Bess Butler Brunson Honored in Georgia Trend's 40 Under 40 Issue
The Fiduciary Group's 401(k) Investment Advisor Bess Butler Brunson, CFP® was recently named to Georgia Trend’s 2021 40 Under 40 class for her contributions to the Savannah community and the state of Georgia. Brunson is the only Savannah-area honoree featured in Georgia Trend’s 40 Under 40 issue...

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The Importance of Getting on the Same Financial Page as Your Spouse

September 2021  By: JOEL GOODMAN, CFA
The Importance of Getting on the Same Financial Page as Your Spouse
I’m currently preparing to become an empty nester and recently lost my father-in-law. As a result, I’m thinking about the future and reflecting upon my own mortality, even more so than usual. Whether you’re dealing with the loss of a loved one, children moving on to college, or other landmark...

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