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We send monthly newsletters to our clients, colleagues, and interested parties.
Wedding Bells for Bess
Congratulations to our own Associate Investment Advisor Bess Butler, who recently said “I do” to Nate Brunson, the Chief Operating Officer for Savannah Construction and Preservation. On December 7, 2019, Bess and Nate tied the knot in a beautiful wedding ceremony at Independent Presbyterian Church...
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...
Celebrating 50 Years of Fiduciary Wealth Management!
We are delighted to officially celebrate our 50th anniversary this February! The team at The Fiduciary Group is dedicated to helping clients build their wealth over the long-term through sound planning, useful advice and disciplined investment management.
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...
5 Ways to Ease the Transition Before and After Retirement
You’ve worked hard your entire career, creating an exceptional track record at work and building a successful, fulfilling life for your family. Retirement is on the horizon – or, perhaps, it’s already here.
Savannah Magazine’s 2019 New Guard Honoring Bess Butler
The Fiduciary Group is proud of our very own Bess Butler for being selected as one of Savannah Magazine’s 2019 New Guards! The list recognizes the next generation of innovators, entrepreneurs, artists and change makers in Savannah.
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...
Is Your Company’s 401(k) Plan Truly Looking Out for Employees?
As a responsible employer, you want the best for your team members and your company. In today’s competitive job market, it’s important to offer your employees an effective 401(k) plan that will help them achieve financial success in retirement as well as improve their overall financial wellness in...
Georgia Trend’s 2019 40 Under 40 List Honoring Scott McGhie
Our very own Scott McGhie was recently named to Georgia Trend magazine’s 2019 40 Under 40 class for his professional and philanthropic contributions to the Savannah community and the state. Georgia Trend’s 40 Under 40 list honors those who are making Georgia a great place to live and work. Scott...