READ OUR PUBLICATIONS

We send monthly newsletters to our clients, colleagues, and interested parties.

SUBSCRIBE TO OUR NEWSLETTER

The Gen-X 401(k) Millionaire

October 2014  By: JULIA BUTLER, CFP®, JD, MBA, CFEI
The Gen-X 401(k) Millionaire
Generation X—those born between 1965 and 1978—is known as the “401(k) generation.” They entered the workforce about the time that 401(k) plans were being introduced, and started their own retirement savings earlier than prior generations (the average age to start saving for retirement was 27). They...

Read More

Investing Cash in Bull Markets

October 2014  By: MALCOLM BUTLER
Investing Cash in Bull Markets
A common question that I frequently hear from our clients at The Fiduciary Group is “how can we invest fresh cash in stocks and bonds when prices seem so high?” Stock indices have repeatedly set new records this year, and bond prices have moved higher as yields have hovered near historic lows....

Read More