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6 Financial Planning Needs of Wealthy Families

March 2019  By: SCOTT McGHIE, CFA, CPA

You have enough money to support an affluent lifestyle — with more than adequate savings to spare. You’re not concerned about your ability to pay for your children’s college or fund your retirement. But significant wealth comes with its own set of challenges and complexities. Here are some of the unique financial planning needs that…

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Building Teamwork

March 2019  By: ERNESTO MONTES, BESS BUTLER

Vince Lombardi said teamwork was… “Individual commitment to a group effort — that is what makes a team work, a company work, a society work, a civilization work.” Many famous coaches and company leaders agree that teamwork is vital to success. The two youngest members of The Fiduciary Group, Ernesto Montes and Bess Butler, play…

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An Altruist Among Us

Since arriving at the firm in 2008, Scott has been a key member of the investment team and has helped drive TFG’s growth over the past decade. Outside of the office, Scott’s impact on the local Savannah community has been just as significant. His commitment to bettering the community is exemplified through his involvement in…

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Coordinating Couples

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

If you and your significant other don’t always see eye-to-eye when it comes to finances, you’re not alone. When it comes to spending, investing, and planning, quite often couples are more divided than united. According to a recent study by Sun Trust Bank, 35 percent of married couples reported that money was the primary cause…

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A Rational Approach to Market Volatility

January 2019  By: JOEL GOODMAN, CFA, ALEX MORRIS, CFA, MBA

Through the first nine months of the year, it looked like 2018 would be another pleasant year for investors. The S&P 500 climbed more than 7% in the third quarter, pushing the year to date return for the index above 10%. But those gains – and then some – evaporated in the fourth quarter, with…

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A Financial Planning Christmas Carol

December 2018  By: JULIA BUTLER, CFP®, JD, MBA, CFEI

Maybe it’s the holiday season, but financial planning makes me think of Charles Dickens’s A Christmas Carol.  Remember how Ebenezer Scrooge was visited by 3 ghosts—Christmas Past, Christmas Present, and Christmas Future?  It gave him the opportunity to witness, from a reality-ringside seat, a view of where he’d been, where he is presently, and where…

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Hiring a CFO to Manage Your Family’s Wealth

December 2018  By: JOEL GOODMAN, CFA

As you accumulate significant wealth, your financial world becomes increasingly complex. Your wealth may include not only stocks and bonds, but also private equity investments, real estate and perhaps a family business. Your estate plan may be complicated as well and may include a private foundation. At some point, high-net-worth individuals may find their attention…

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Gratitude

December 2018  By: MALCOLM BUTLER, JD

We enjoyed a wonderful Thanksgiving and Christmas, spending time with friends and family.  I have so much to be thankful for.  I am blessed to have such a wonderful family and to share time with so many exceptional friends. I am also quite fortunate to have work family and friends who have helped me build…

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Not Reaching for Yield

November 2018  By: JARED HAMMERS, CFA

At the 2013 Berkshire Hathaway meeting, a shareholder asked Charlie Munger for his thoughts on Federal Reserve policy and interest rates. Here’s what he had to say: “Well, I strongly suspect that interest rates aren’t going to stay this low for extended periods. But, as I pointed out, practically everybody has been very surprised by…

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How a Trust Can Protect Your Family from Themselves

November 2018  By: MALCOLM BUTLER, JD

You’ve worked hard to build wealth. You have more money than you will need in your lifetime and you want to ensure your assets will benefit your family once you’re no longer at the helm. One way to do this is to leave your estate to your loved ones through a will. Even though our…

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