Category: investing
Understanding Mutual Funds
When I meet with 401(k) participants to educate them about saving and investing, I always start with the basics—explaining, among other things, what stocks, bonds, and mutual funds are, and how and when they might be utilized in an investment portfolio. Because participants seem to find this...
Lessons On Investing from My Dad
My father started The Fiduciary Group over 40 years ago with the idea that clients would come to him primarily for trust and estate administration (he previously worked in, and ultimately was the head of, the trust department of a local bank). Early on, he found that more and more clients wanted...
Investment Selection
This is the fourth installment in a series on the Investment Process of The Fiduciary Group. Before jumping into the subject of selecting investments, let’s recap the key takeaways from the first three steps in our investment process.