How Qualitative Factors Impact Financial Planning

March 2024  By: MICHAEL McLEOD, CFP®, CTFA
How Qualitative Factors Impact Financial Planning
Warren Buffet once wisely observed: “The most important quality for an investor is temperament, not intellect.” Buffet’s astute understanding of the subjective forces that define the investment process reveals a deeper grasp of the underlying psychology of investing and managing wealth. Investing...

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End-of-Year Action Items for Investors for 2023

December 2023  By: KYLE POWERS, CFP®, MBA, AIF
End-of-Year Action Items for Investors for 2023
As the end of 2023 approaches, there is still time to make impactful decisions to position your savings strategy for success. Taking a few important steps in December can help to maximize your goals for 2023 and ensure that you’re entering the New Year ready to make the most of your financial plan.

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How to Make a Big Impact Locally with Year-End Charitable Giving

December 2023  By: MALCOLM BUTLER
How to Make a Big Impact Locally with Year-End Charitable Giving
As seen in The Savannah Morning News on 11/21/2023. American billionaire, investor and philanthropist Warren Buffet once observed: “If you’re in the luckiest one percent of humanity, you owe it to the rest of humanity to think about the other 99%.” If you’re fortunate to be in a position to donate...

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Managing Risk

October 2023  By: MICHAEL McLEOD, CFP®, CTFA
Managing Risk
Since the birth of our nation, risk has been a fundamental component of our free market system. As fiduciary advisors, helping our clients prudently manage risks is a key part of our responsibility. The process of evaluating and managing risk is not a simple task, however, and over time various...

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Strategic Options for Education Savings

August 2023  By: BESS BUTLER BRUNSON, CFP®
Strategic Options for Education Savings
One of the best gifts you can give your children or your grandchildren is to plan ahead to help reduce their student debt burden in college and beyond. Nearly 44 million Americans have student loans valued at more than $1.57 trillion, as of August 31, 2023, according to the New York Federal...

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Nurturing Financial Responsibility

June 2023  By: JUSTIN KOHLER, CFP®
Nurturing Financial Responsibility
In a world where financial literacy and responsible money management skills are becoming increasingly vital, many families and individuals understand the importance of safeguarding assets which have been diligently saved and invested over a lifetime. As you consider your legacy, one question may...

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Inflation: Past, Present, and Future

March 2023  By: MICHAEL McLEOD, CFP®, CTFA
Inflation: Past, Present, and Future
Inflation has been a part of human society as long as goods and services have been exchanged for one another. In ancient Rome, emperors and senators actively tried to manage inflation by striking the ideal balance between money supply and growth. In the thirteenth century, King John of England...

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End-of-Year Action Items for Investors

December 2022  By: KYLE POWERS, CFP®, MBA, AIF
End-of-Year Action Items for Investors
As we enter the final month of 2022, your calendar is likely filled with holiday parties, work deadlines, and family commitments. Many of us also carve out time for strategic planning for the year ahead. However, there are some planning items that expire with the start of the New Year and others...

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Helping Families Create a Lasting Legacy

October 2022  By: BESS BUTLER BRUNSON, CFP®
Helping Families Create a Lasting Legacy
The recent passing of Queen Elizabeth II underscores the impact of leaving a lasting, meaningful legacy. While the Queen had biographers and the media to document her life in the public eye, we have a service at The Fiduciary Group to help our clients document and pass on their legacy and wealth...

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Business Owner Transition Planning

September 2022  By: MICHAEL McLEOD, CFP®, CTFA
Business Owner Transition Planning
Small businesses are a major economic force in the United States, comprising about half of the country’s GDP and representing almost 27 million companies. The U.S. Census Bureau reports that family businesses, defined as those in which two or more family members exercise control, represent about...

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