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A Great Achievement Earned by Our Director of 401(k) Advisory Services
The Fiduciary Group is pleased to announce that Kyle Powers, Director of 401(k) Advisory Services, has successfully completed all of the requirements of the CFP® Certification program and is now a CERTIFIED FINANCIAL PLANNER™ professional. To earn the right to use the CFP® marks, an individual must...
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....
Why You Should Write a Letter to Your Executor–and What to Say in It
This article was originally published to subscribers of The Wall Street Journal, found HERE. I once had a client who half-jokingly told me he wanted to be buried with his iPhone in his hand so he could call me—the executor of his estate—from the afterlife to make his voice heard.
Malcolm Butler’s History of The Fiduciary Group: 2000 – 2020
It has been about two decades since my father, Lee Butler, wrote the history of the first 30 years of our firm. At the end of his story, he left it to me to write my own account of the firm’s history from that point forward. It has been a great run over the past 20 years and, even during these...
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...
Please Meet: Maggie
We know the past few weeks have been extremely stressful and thought our clients might enjoy a bit of levity. As many of you know, The Fiduciary Group is a pet-friendly workplace, where Malley serves as the firm’s Chief Morale Officer and Stella serves as the firm’s official Sentry.
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...
8 Ways to Protect Yourself From Phishing Scams
Every day, thousands of Americans fall victim to phishing scams. Phishing attempts by cybercriminals typically come in the form of email or text messages in order to trick unsuspecting individuals. Their goal is for the receiver to click a malicious link or attachment, or give away sensitive...