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What to Do When a Loved One is Diagnosed with Dementia

May 2019  By: MALCOLM BUTLER, JD

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 live longer, the…

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Focus on Process — Not Always the Outcome

May 2019  By: ALEX MORRIS, CFA, MBA

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 the market is rising or falling,…

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Sustaining Family Wealth & Unity

May 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI, BESS BUTLER

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 third element of successful multi-generational planning, helps prepare your family for…

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Bull Market Turns 10 — What the Past 10 Years Taught Us, We Already Knew

April 2019  By: SCOTT McGHIE, CFA, CPA

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 had entered the White House. Stock market investors were…

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6 Key Considerations Before You Sell Your Business

April 2019  By: JOEL GOODMAN, CFA

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. Selling a business isn’t an overnight…

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Employee Spotlight: Alex Morris

April 2019  By: ALEX MORRIS, CFA, MBA

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 the University of Florida, he made the…

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Taking Financial Wellness from Good to Great!

March 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI

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) plans, live comfortably within their means, are…

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7 Considerations for the Multigenerational Transfer of Wealth

March 2019  By: MALCOLM BUTLER, JD

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 wealth with future generations? How can…

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Advocates of Literacy

March 2019  By: BESS BUTLER

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 class. This…

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The Value of Discretionary Investment Management

March 2019  By: JARED HAMMERS, CFA

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 thoughtful…

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