We are pleased and proud to announce that our own Kyle Powers, CFP®, MBA, AIF, the firm’s Director of 401(k) Advisory Services, was promoted to the rank of Captain in the U.S. Navy Reserve, effective July 1, 2022.
We’re delighted to announce that Teresah Woolridge recently joined The Fiduciary Group as a 401(k) Financial Advisor. In her new position, Teresah is responsible for providing retirement education and investment guidance to 401(k) plan participants, offering day-to-day plan support and assisting...
When it comes to trusts, income beneficiaries and remainder beneficiaries typically have competing interests. Income beneficiaries usually want the biggest current distribution, while remainder beneficiaries prefer to protect and preserve trust assets so they will inherit more money in the future....
When many people think about investing, their minds immediately go to the stock market. However, the bond market is the largest securities market in the world, representing over $100 trillion of debt. The most common bonds include government, corporate, municipal, and asset-backed securities (where...
We are pleased to announce that Bess Butler Brunson, CFP® has successfully completed The Heritage Institute’s rigorous Heritage Design Professional™ (HDP™) certification process.
In today’s volatile global economic environment, it’s more important than ever to stay focused on your financial plan. An updated financial plan will assist in guiding your actions to help you be proactive, rather than reactive, regarding changes to the economic landscape.
It has been a difficult start for the market in 2022 for both stocks and bonds. Certainly, a pause in performance wasn’t unexpected as the market has compounded at about 14% for the trailing three, five, and ten-year periods. We entered the year mindful of the risks of inflation on profit margins...
The first quarter of 2022 has been anything but calm. After robust returns across markets during 2021, volatility returned meaningfully. This year began with growth stocks continuing a steep decline that started late last year, followed by indications the Fed would reduce its balance sheet and...
As with many transitions in life or business, a little advanced planning helps the process run much more smoothly. For investors in their 60s, a number of planning considerations come into sharper focus which means it is an especially important time for prudent planning. These considerations are...
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...