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Malcolm Butler’s History of The Fiduciary Group: 2000 – 2020

March 2020  By: MALCOLM BUTLER, JD

It has been about two decades since my father, Lee Butler, wrote the history of the first 30 years of our firm. At the end of his story, he left it to me to write my own account of the firm’s history from that point forward. It has been a great run over the past…

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Understanding the Benefits and Risks of Bonds

March 2020  By: SCOTT McGHIE, CFA, CPA

Especially in times of significant stock market volatility, bonds have an important place in a balanced investment portfolio. The income that bonds generate coupled with their relatively low-price volatility can help mitigate overall portfolio risk. Unlike stocks, which provide equity interest in a business, bonds are a form of debt in which the investor serves…

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Please Meet: Maggie

We know the past few weeks have been extremely stressful and thought our clients might enjoy a bit of levity. As many of you know, The Fiduciary Group is a pet-friendly workplace, where Malley serves as the firm’s Chief Morale Officer and Stella serves as the firm’s official Sentry. We recently welcomed a new canine…

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Navigating Uncertainty and Volatility

We’re currently in the midst of a period of heightened uncertainty, volatility, and panic due to the COVID-19 (coronavirus) pandemic. Clients are justifiably worried. The stock market has been volatile. Our daily lives have come to a screeching halt. Vacations, sporting events, and concerts have been cancelled. There are plenty of reasons to be concerned…

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The Beginnings of The Fiduciary Group: 1970 – 2000

The beginning of The Fiduciary Group dates back to the summer of 1969. I was the Vice President and manager of the trust department of a major Savannah bank. Banking was in turmoil in 1969, including my employer. Under the management at the time, the bank was overextended. It had too many bad loans and…

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8 Ways to Protect Yourself From Phishing Scams

February 2020  By: BRENDAN FLAHERTY

Every day, thousands of Americans fall victim to phishing scams. Phishing attempts by cybercriminals typically come in the form of email or text messages in order to trick unsuspecting individuals. Their goal is for the receiver to click a malicious link or attachment, or give away sensitive information such as passwords, account numbers or Social…

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Wedding Bells for Bess

Congratulations to our own Associate Investment Advisor Bess Butler, who recently said “I do” to Nate Brunson, the Chief Operating Officer for Savannah Construction and Preservation. On December 7, 2019, Bess and Nate tied the knot in a beautiful wedding ceremony at Independent Presbyterian Church and hosted a lovely reception at the Telfair Academy, which…

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Understanding SECURE Act Changes

January 2020  By: KYLE POWERS, CFP®, MBA, AIF

Each new calendar year brings about changes in our savings and retirement planning efforts, and 2020 is no exception.  With the December 2019 signing of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, Congress set out “to make significant progress in fixing our nation’s retirement crisis and helping workers of all ages save…

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What to Focus on When Investing for the Future

January 2020  By: ALEX MORRIS, CFA, MBA

As we begin a New Year and a new decade, many financial experts are polishing their financial “crystal balls” in an attempt to predict what the market will – or won’t – do in 2020 and beyond. The reality is that no one really knows how the market will perform from day to day, week…

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Celebrating 50 Years of Fiduciary Wealth Management!

We are delighted to officially celebrate our 50th anniversary this February! The team at The Fiduciary Group is dedicated to helping clients build their wealth over the long-term through sound planning, useful advice and disciplined investment management. Ever since our founding in 1970 by Lee Butler, we have followed the fiduciary model by putting client…

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