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Celebrating 50 Years of Fiduciary Wealth Management!

January 2020  By: TFGADMIN
Celebrating 50 Years of Fiduciary Wealth Management!
We are delighted to officially celebrate our 50th anniversary this February! The team at The Fiduciary Group is dedicated to helping clients build their wealth over the long-term through sound planning, useful advice and disciplined investment management.

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Public vs. Private Equity

December 2019  By: MALCOLM BUTLER, JD
Public vs. Private Equity
At The Fiduciary Group, our investment universe primarily consists of publicly-traded equities (stocks) and fixed income securities (bonds).  From time to time, we receive questions from clients about making investments in non-publicly traded companies.  We typically refer to these types of...

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5 Ways to Ease the Transition Before and After Retirement

December 2019  By: JOEL GOODMAN, CFA
5 Ways to Ease the Transition Before and After Retirement
You’ve worked hard your entire career, creating an exceptional track record at work and building a successful, fulfilling life for your family. Retirement is on the horizon – or, perhaps, it’s already here.

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Savannah Magazine’s 2019 New Guard Honoring Bess Butler

December 2019  By: TFGADMIN
Savannah Magazine’s 2019 New Guard Honoring Bess Butler
The Fiduciary Group is proud of our very own Bess Butler for being selected as one of Savannah Magazine’s 2019 New Guards! The list recognizes the next generation of innovators, entrepreneurs, artists and change makers in Savannah.

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Year-End Planning Strategies

November 2019  By: MICHAEL McLEOD, CFP®
Year-End Planning Strategies
It always seems hard to believe, but another year is nearing a close and the holiday season is upon us. Now that we are in the final months of 2019, The Fiduciary Group team is hard at work helping our clients address a variety of year-end planning considerations.  The end of the year is a natural...

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Is Your Company’s 401(k) Plan Truly Looking Out for Employees?

November 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Is Your Company’s 401(k) Plan Truly Looking Out for Employees?
As a responsible employer, you want the best for your team members and your company. In today’s competitive job market, it’s important to offer your employees an effective 401(k) plan that will help them achieve financial success in retirement as well as improve their overall financial wellness in...

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Georgia Trend’s 2019 40 Under 40 List Honoring Scott McGhie

November 2019  By: TFGADMIN
Georgia Trend’s 2019 40 Under 40 List Honoring Scott McGhie
Our very own Scott McGhie was recently named to Georgia Trend magazine’s 2019 40 Under 40 class for his professional and philanthropic contributions to the Savannah community and the state. Georgia Trend’s 40 Under 40 list honors those who are making Georgia a great place to live and work. Scott...

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Ignore Elections — Focus on the Long Term

October 2019  By: SCOTT McGHIE, CFA, CPA
Ignore Elections — Focus on the Long Term
As 2019 draws to a close, we’ve started to field an increasing number of questions about the potential impact of next year’s U.S. Presidential election. Specifically, clients are concerned about the potential impact that specific candidates and the policies they’ve advocated may have on the...

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Understanding the Mutual Fund Selection Process

October 2019  By: JARED HAMMERS, CFA
Understanding the Mutual Fund Selection Process
For many of our wealth management clients, we gain exposure to certain asset classes through hiring mutual fund managers. With thousands of available options, selecting a mutual fund is a daunting task for many investors.

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Employee Spotlight: Michael McLeod

October 2019  By: TFGADMIN
Employee Spotlight: Michael McLeod
As a Savannah native, Michael McLeod always felt a pull to get back to his hometown. Michael attended Washington and Lee University in Virginia, where he met his wife Bradley just a few weeks into their freshman year. After graduating, they decided to move to Atlanta, where Michael worked for a...

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