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Employee Spotlight: Alex Morris

April 2019  By: TFGADMIN
Employee Spotlight: Alex Morris
Originally from South Florida, Alex discovered his passion for investing while in college. He originally planned on a career in building construction but changed his mind after stumbling upon some of the writings of investing legends such as Warren Buffett and Peter Lynch. During his senior year at...

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Taking Financial Wellness from Good to Great!

March 2019  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
Taking Financial Wellness from Good to Great!
I’ve had the pleasure recently of working on financial planning with three young couples, one in their early 30’s, one in their early 40’s, and one in their early 50’s. They are all high-income earners and have managed their finances responsibly. They save regularly to their respective 401(k)...

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7 Considerations for the Multigenerational Transfer of Wealth

March 2019  By: MALCOLM BUTLER, JD
7 Considerations for the Multigenerational Transfer of Wealth
Congratulations on becoming a grandparent! By any measure, this is an exciting, rewarding time. This life change also offers the opportunity to revisit your estate plan to determine the best ways to “pay it forward” for your grandchildren. What should you keep in mind when planning to share your...

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Advocates of Literacy

March 2019  By: TFGADMIN
Advocates of Literacy
Bess Butler and Lee Butler, the founder of The Fiduciary Group, participated in the Savannah Rotary Read-In together on March 13th by reading the “Little Bear” book to first graders at May Howard Elementary. Bess and Lee gave a “Little Bear” book and a teddy bear to each of the 21 students in the...

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The Value of Discretionary Investment Management

March 2019  By: JARED HAMMERS, CFA
The Value of Discretionary Investment Management
At The Fiduciary Group, we serve as fiduciary investment advisors. This means that we are required to act in the best interest of clients and to not place our own interests ahead of clients. As part of this relationship, we have the discretion to act on our client’s behalf and we endeavor to make...

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6 Financial Planning Needs of Wealthy Families

March 2019  By: SCOTT McGHIE, CFA, CPA
6 Financial Planning Needs of Wealthy Families
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.

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Building Teamwork

March 2019  By: TFGADMIN
Building Teamwork
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,...

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An Altruist Among Us

January 2019  By: TFGADMIN
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...

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Coordinating Couples

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

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A Rational Approach to Market Volatility

January 2019  By: JOEL GOODMAN, CFA
A Rational Approach to Market Volatility
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 the...

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