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Investment and Life Lessons I Learned from My Father
My father, Lee Butler, lived a long, meaningful life defined by his dedication to his family, his team and his clients. When he passed away on January 5, 2023 at the age of 96, my father left a remarkable legacy. An honest man of great character, he was always extremely approachable and willing to...
2023 Market Commentary: Bear vs. Bull
Like most investors, we are glad to view 2022 out of our rearview mirror. Last year, U.S. equities had their first annual decline since 2018 and their worst return since 2008. Fixed income was just as dismal and had its poorest performance in the last 50 years. The S&P 500 and U.S. Aggregate bond...
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...
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...
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...
Kyle Powers Promoted to U.S. Navy Reserve Captain
We are pleased and proud to announce that our own Kyle Powers, CFP®, MBA, AIF, the firm’s Director of 401(k) Advisory Services, was promoted to the rank of Captain in the U.S. Navy Reserve, effective July 1, 2022.
Teresah Woolridge Joins The Fiduciary Group as 401(k) Financial Advisor, Bess Butler Brunson Joins the Firm’s Wealth Management Team
We’re delighted to announce that Teresah Woolridge recently joined The Fiduciary Group as a 401(k) Financial Advisor. In her new position, Teresah is responsible for providing retirement education and investment guidance to 401(k) plan participants, offering day-to-day plan support and assisting...
Understanding Unitrusts
When it comes to trusts, income beneficiaries and remainder beneficiaries typically have competing interests. Income beneficiaries usually want the biggest current distribution, while remainder beneficiaries prefer to protect and preserve trust assets so they will inherit more money in the future....
Considerations For Investing in Bonds
When many people think about investing, their minds immediately go to the stock market. However, the bond market is the largest securities market in the world, representing over $100 trillion of debt. The most common bonds include government, corporate, municipal, and asset-backed securities (where...
Bess Butler Brunson earns Heritage Design Professional Certification
We are pleased to announce that Bess Butler Brunson, CFP® has successfully completed The Heritage Institute’s rigorous Heritage Design Professional™ (HDP™) certification process.