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Understanding the Benefits and Risks of Bonds

March 2020  By: SCOTT McGHIE, CFA, CPA
Understanding the Benefits and Risks of Bonds
Especially in times of significant stock market volatility, bonds have an important place in a balanced investment portfolio. The income that bonds generate coupled with their relatively low-price volatility can help mitigate overall portfolio risk. Unlike stocks, which provide equity interest in a...

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Please Meet: Maggie

March 2020  By: TFGADMIN
Please Meet: Maggie
We know the past few weeks have been extremely stressful and thought our clients might enjoy a bit of levity. As many of you know, The Fiduciary Group is a pet-friendly workplace, where Malley serves as the firm’s Chief Morale Officer and Stella serves as the firm’s official Sentry.

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Navigating Uncertainty and Volatility

March 2020  By: TFG INVESTMENT TEAM
Navigating Uncertainty and Volatility
We’re currently in the midst of a period of heightened uncertainty, volatility, and panic due to the COVID-19 (coronavirus) pandemic. Clients are justifiably worried.

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The Beginnings of The Fiduciary Group: 1970 – 2000

February 2020  By: MALCOLM BUTLER, JD
The Beginnings of The Fiduciary Group: 1970 – 2000
Lee Butler with his son Malcolm in the 1960s. The beginning of The Fiduciary Group dates back to the summer of 1969. I was the Vice President and manager of the trust department of a major Savannah bank. Banking was in turmoil in 1969, including my employer. Under the management at the time, the...

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8 Ways to Protect Yourself From Phishing Scams

February 2020  By: BRENDAN FLAHERTY, MBA
8 Ways to Protect Yourself From Phishing Scams
Every day, thousands of Americans fall victim to phishing scams. Phishing attempts by cybercriminals typically come in the form of email or text messages in order to trick unsuspecting individuals. Their goal is for the receiver to click a malicious link or attachment, or give away sensitive...

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Wedding Bells for Bess

February 2020  By: TFGADMIN
Wedding Bells for Bess
Congratulations to our own Associate Investment Advisor Bess Butler, who recently said “I do” to Nate Brunson, the Chief Operating Officer for Savannah Construction and Preservation. On December 7, 2019, Bess and Nate tied the knot in a beautiful wedding ceremony at Independent Presbyterian Church...

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Understanding SECURE Act Changes

January 2020  By: KYLE POWERS, CFP®, MBA, AIF
Understanding SECURE Act Changes
Each new calendar year brings about changes in our savings and retirement planning efforts, and 2020 is no exception.  With the December 2019 signing of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, Congress set out “to make significant progress in fixing our nation’s...

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What to Focus on When Investing for the Future

January 2020  By: ALEX MORRIS, CFA, MBA
What to Focus on When Investing for the Future
As we begin a New Year and a new decade, many financial experts are polishing their financial “crystal balls” in an attempt to predict what the market will – or won’t – do in 2020 and beyond. The reality is that no one really knows how the market will perform from day to day, week to week or even...

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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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