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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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Living with Uncertainty and Volatility

September 2019  By: JOEL GOODMAN, CFA
Living with Uncertainty and Volatility
Over the past twenty-five years, the internet has profoundly changed many facets of our lives. And the pace of change has accelerated in the past decade with the proliferation of internet-connected mobile devices. Billions of people worldwide now have access to a wealth of knowledge. It’s a...

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The Importance of the CFP® Designation

September 2019  By: MICHAEL McLEOD, CFP®
The Importance of the CFP® Designation
Our clients are successful because they’re great at what they do, whether they own a local company, run a family-owned business or lead a large corporation. For clients who have a demanding work schedule, finding the time to focus on personal finances can be challenging, which is why it’s important...

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Introducing Kyle Powers, MBA, AIF

September 2019  By: TFGADMIN
Introducing Kyle Powers, MBA, AIF
We are excited to announce Kyle Powers has joined the team as the firm’s new Director of 401(k) Advisory Services. In his new position, Kyle will work with companies to develop strategic, well-rounded 401(k) plans, help their employees save for retirement, and offer participant financial education...

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Multigenerational Family Unity and Prosperity

August 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Multigenerational Family Unity and Prosperity
If you could see your children, grandchildren, and great-grand children together at a family gathering 50 years from now, what would you want to see and hear?

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The Dangers of Public WiFi

August 2019  By: BRENDAN FLAHERTY, MBA
The Dangers of Public WiFi
At The Fiduciary Group, we proactively take a number of precautions every day, using a wide range of technology to minimize the risk of compromising client information. It’s important for our clients to exercise caution as well, particularly when using public WiFi. WiFi hotspots are popular,...

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