READ OUR PUBLICATIONS

We send monthly newsletters to our clients, colleagues, and interested parties.

SUBSCRIBE TO OUR NEWSLETTER

The Election Is Over. Now What?

November 2020  By: MICHAEL McLEOD, CFP®, CTFA
The Election Is Over. Now What?
Election Day 2020 has come and gone, and many clients are naturally interested in what the results mean for their personal finances. Although President-elect Joseph Biden’s policy agenda offers stark contrasts to many current policies, particularly in the realm of tax policy, the degree to which...

Read More

Employee Spotlight: Kyle Powers

November 2020  By: TFGADMIN
Employee Spotlight: Kyle Powers
Kyle Powers, Director of 401(k) Advisory Services at The Fiduciary Group, is a U.S. Navy Surface Warfare Officer and Navy Reserve Commanding Officer who has traveled the world through military service, conducting search and seizure operations in the Northern Arabian Gulf and participating in...

Read More

Preventing the Need for Early Retirement Account Withdrawals

November 2020  By: BESS BUTLER BRUNSON
Preventing the Need for Early Retirement Account Withdrawals
Over the past several months, 401(k) plan participants have asked about taking advantage of pandemic-related CARES Act changes to retirement account withdrawals. Although the CARES ACT has made it easier to withdraw funds, this should only be done as a last resort. Steps can be taken to prevent the...

Read More

Staying Long-Term Focused During Volatile Times

October 2020  By: SCOTT McGHIE, CFA, CPA
Staying Long-Term Focused During Volatile Times
Between the pandemic, political uncertainty, and civil unrest, investors have had no shortage of events to contend with during 2020. Combined with outsized stock market volatility, this year has shown no mercy in its contempt for a healthy investor psyche. Being invested in equities during these...

Read More

How to Determine Your Ideal 401(k) Asset Allocation

October 2020  By: KYLE POWERS, CFP®, MBA, AIF
How to Determine Your Ideal 401(k) Asset Allocation
There are three major factors that impact your retirement goals: how much money you save, how long you save, and the rate of return on those savings. Quite often, investors focus on their short-term rate of return, which is the factor over which they typically have the least control. In fact,...

Read More

TFG Promotes Bess Butler Brunson

October 2020  By: TFGADMIN
TFG Promotes Bess Butler Brunson
We are pleased to announce that Bess Butler Brunson has been promoted to 401(k) Investment Advisor. In her new position on the 401(k) team, she is responsible for providing retirement education and investment guidance to 401(k) plan participants, day-to-day plan support, and assisting plan sponsors...

Read More

TFG Welcomes Cameron Kizzire Albach

October 2020  By: TFGADMIN
TFG Welcomes Cameron Kizzire Albach
We are excited to announce that Cameron Kizzire Albach recently joined our team as Communications and Office Manager. She is responsible for graphic design, marketing implementation, event planning and office management at the firm.

Read More

Cybercriminal Activity On The Rise Due To The Pandemic

September 2020  By: BRENDAN FLAHERTY, MBA
Cybercriminal Activity On The Rise Due To The Pandemic
To say that 2020 has been an eventful year is obviously an understatement. The ripples of COVID-19 have disrupted personal and professional lives across the United States and beyond. Social distancing measures forced companies and their employees to work from home, relying on mobile technology...

Read More

Why the Dow and S&P 500 Don’t Tell the Whole Story

September 2020  By: JOEL GOODMAN, CFA
Why the Dow and S&P 500 Don’t Tell the Whole Story
At the end of August, ExxonMobil, Pfizer, and Raytheon Technologies were replaced in the Dow Jones Industrial Average by Salesforce.com, Amgen and Honeywell International.

Read More

Happy 94th Birthday to Lee Butler

September 2020  By: TFGADMIN
Happy 94th Birthday to Lee Butler
TOP ROW (Left to Right): Natalie Butler, Malcolm Butler, Julia Butler, Nate Brunson, Bess Butler Brunson | BOTTOM ROW (Left to Right): Lee Butler, Ryan Eskew, Larkin (Butler) Eskew September was a big month for The Fiduciary Group’s founder and former Chairman Lee Butler. His son, daughter-in-law,...

Read More