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The Perils of Market Timing

Joel Goodman, CFA Chief Investment Officer Scott McGhie, CFA, CPA Director of Research & Portfolio Management Alex Morris, CFA, MBA Research Analyst Jared Hammers, CFA Research Analyst
Following a choppy beginning to 2018, the U.S. stock market returned nearly 8% in the third quarter. The S&P 500 is now up more than 10% for the year (including dividends). There are still a few months to go, but it’s looking like this could be yet another good year for investors.
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The Countdown to Retirement: 7 Smart Ways to Get Ready

Scott McGhie, CFA, CPA Director of Portfolio Management Most people become even more focused on planning and saving as they near retirement age. The most common questions we hear people ask is, “Will I have enough money?” followed closely by, “When can I retire?” But what about high earners who know they’ll have enough money for their golden years? Is retirement planning still important? What types of factors do they consider?
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Investing in Continuing Education

Shanon Royal, CPA Director of Finance & Compliance
The Fiduciary Group is proud to announce that Shanon Royal has obtained her IACCP® compliance designation. Successful completion of the certification program demonstrates commitment to professional development of the knowledge, skills, and best practices required in administering the firm’s compliance program, testing and reviews.
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The 9 Must-Have Tips for Picking a New 401(k) Plan

Julia Butler Chief Operating & Compliance Officer and Director of 401(k) Advisory & Financial Planning Services Are you unhappy with your existing 401(k) provider and want a better option for your employees? Perhaps you’re wondering if there are better investment options out there — or if your 401(k) fees are too high. Maybe you’ve even found yourself dealing with the fallout from a poorly administered plan, and you’re looking to avoid future issues.
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Planning for the Trip of a Lifetime

Malcolm Butler President & CEO
I recently traveled abroad and while I was preparing for the trip, I tried to anticipate the problems that travelers might encounter. Properly preparing for a trip means planning for contingencies and emergencies. We made sure to double and triple check that we had the necessary clothing, our passports, voltage converters, cash and quite a few other essentials that make life on the road more palatable.
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Oh No! The Big 5-0

Joel Goodman Chief Investment Officer Joel Goodman, Chief Investment Officer of The Fiduciary Group, celebrated his 50th birthday on September 12th. TFG celebrated this big milestone by decorating Joel’s office with an embarrassing amount of balloons and by serving up a birthday breakfast for the whole team to enjoy.
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Managing Financially After Losing A Spouse

Joel Goodman Chief Investment Officer
One of the hardest times to take on financial matters is after losing a spouse. Over the years, we’ve helped many surviving spouses manage their money and avoid pitfalls. In this blog, we’ll share six of our top tips for making the financial aspects of this transition a little less stressful.
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