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The 9 Must-Have Tips for Picking a New 401(k) Plan

September 2018  By: JULIA BUTLER, CFP®, JD, MBA

  Are you unhappy with your existing 401(k) provider and want a better option for your employees? Perhaps you’re wondering if there are better investment options out there — or if your 401(k) fees are too high. Maybe you’ve even found yourself dealing with the fallout from a poorly administered plan, and you’re looking to…

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Planning for the Trip of a Lifetime

September 2018  By: MALCOLM BUTLER, JD

  I recently traveled abroad and while I was preparing for the trip, I tried to anticipate the problems that travelers might encounter. Properly preparing for a trip means planning for contingencies and emergencies. We made sure to double and triple check that we had the necessary clothing, our passports, voltage converters, cash and quite…

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Oh No! The Big 5-0

September 2018  By: JOEL GOODMAN, CFA

  Joel Goodman, Chief Investment Officer of The Fiduciary Group, celebrated his 50th birthday on September 12th. TFG celebrated this big milestone by decorating Joel’s office with an embarrassing amount of balloons and by serving up a birthday breakfast for the whole team to enjoy. There was plenty to celebrate, as this year also marks Joel’s…

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Life Insurance–Too Little or Too Much?

September 2018  By: JULIA BUTLER, CFP®, JD, MBA

Life insurance is a risk management tool for both personal and business risks. In the event of the premature death of an income earner or parent, life insurance can provide tax-free cash to cover immediate expenses as well as ongoing financial support for the family. How much life insurance you need depends on your unique…

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Managing Financially After Losing A Spouse

August 2018  By: JOEL GOODMAN, CFA

Grappling with the loss of a loved one is the most difficult time in one’s life. Often, after years of working with an affluent couple, we find ourselves guiding the surviving spouse through the financial aspects of this major life change. Generally, it’s the husband who passes first, so quite often we’re working with the…

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Choosing A Smart Investment Strategy

August 2018  By: JULIA BUTLER, CFP®, JD, MBA

  If you’ve ever looked at a graph of stock market returns, you might notice the similarities with an EKG.  Lots of ups and downs. But overall, the trend is up.  Over the long term, the stock market has delivered compounded annual rates of return of 8-10% per year.  In order to achieve the long-term…

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The Schwartzburt Family Grows!

August 2018  By: CAREY SCHWARTZBURT

  Carey joined The Fiduciary Group in 2008. Since then, the TFG Team has had the pleasure of watching her marry her husband, Joseph Schwartzburt, and have three beautiful children. The most recent addition to their family is Piper Joan who was born August 4th at 11:12am weighing seven pounds and one ounce. Carey’s other…

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Major Life Events

July 2018  By: BRENDAN FLAHERTY

Being the helpless romantic and nerd that I am, I proposed to Lauren on Tax Day 2017. We grew up an hour apart in New Hampshire. We both attended UNH and met through mutual friends. When we graduated, Lauren pursued her career in nursing while I joined a startup fintech company. Since then, we’ve traveled…

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The Path to Value Realization

July 2018  By: JOEL GOODMAN, CFA, SCOTT McGHIE, CFA, CPA, ALEX MORRIS, CFA, MBA, JARED HAMMERS, CFA

For many years, we’ve heard market prognosticators proclaim that the current bull market is nearing its fateful end. Between the Euro crisis, the U.S. debt downgrade, concerns about China, Brexit, the “taper tantrum,” and now the threat of an expanding trade war, they have offered plenty of reasons to be cautious over the years since…

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The Team Continues to Grow!

The Fiduciary Group is excited to announce two additions to the TFG team: Brendan Flaherty and Bess Butler. Brendan Flaherty is the Director of Operations, managing the firm’s technology platforms and business operations to ensure an optimal client experience.  He brings unique operational experience from financial technology vendor RedBlack Software and financial firms Scottrade and…

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