Category: investing
Planning for Retirement in the COVID-19 Age
This article was originally published within the Savannah Morning News, found HERE.
Planning Amid Uncertainty
In times of heightened volatility and uncertainty, it’s helpful to revisit the fundamental question of why we plan and invest in the first place. As the COVID-19 pandemic continues to unfold, we will continue to see significant and wide-ranging implications on many aspects of our daily lives,...
Traditional vs. Roth IRA: Which Option is Best for You?
You’ve been working hard and earning income for years, hopefully saving a portion of your earnings for retirement. With most pensions having gone away, retirement savings accounts like an Individual Retirement Account (IRA) are going to be your safeguard or reserve to generate retirement income....
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...
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.
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...
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...
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...
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...
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...