Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Friday, January 19, 2018

Politics, tax reform and geopolitical concerns dominated headlines in 2017, leaving many to wonder if the equity markets would continue moving higher throughout the year. The equity markets have shown yet another year of resiliency...

 

Thursday, January 18, 2018

If you’re confused by the jargon in the financial services industry, you’re not alone. What is the difference between fee-only, fiduciary, and independent advisors? It turns out that being a fee-only advisor is really...

 

Thursday, December 14, 2017

If you’ve kept an eye on the markets at all this year, you know that it’s been one of record highs. Just recently, the Dow broke the 24,000 mark for the first time, and other major indices continue to grind higher. (1) And...

 

Tuesday, November 28, 2017

Have you ever wondered if your investment savings will be enough to support the life you want to live in retirement? The confidence in knowing the details of your current situation eases the uncertainty of simply hoping everything will...

 

Tuesday, October 10, 2017

The Federal Reserve’s communications last week were as expected, with no change in short-term rates and confirmation that the Fed's balance sheet reduction (normalization) plan will begin in October. With regards to interest...

 

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Friday, August 11, 2017

If you watch the news, it can seem like the world is falling apart. The media is known for its sensationalized headlines and negative reporting so it’s easy to get discouraged about where our world is going. But sometimes a...

 

Thursday, July 13, 2017

The risk-on trade continues with momentum going into the second half of 2017 and EM continues to lead the way. Cash has returned just 20 basis points YTD and has left many on the sidelines missing out on healthy returns across several...

 

Thursday, June 29, 2017

Social Security can be complicated to navigate at times, but since it’s so vital to your retirement income plan, it’s important to make wise decisions and create strategies to optimize your benefits. If you’re...

 

Thursday, June 1, 2017

We are all so busy these days that even carving out time in your day to schedule appointments can fall down the priority list. But your finances can’t be ignored. At Fiduciary Wealth Management, we want to do everything in our...

 

Friday, May 12, 2017

As an experienced wealth manager, I’ve spent nearly 20 years helping families create successful financial plans to help fund their future needs and goals. Every client interaction is unique and I place a lot of emphasis on clear...

 

Wednesday, April 12, 2017

Believe it or not, we are living through one of the longest periods of expansion in recent history. The current economic expansion is approaching 9 years in the making and is a great illustration of the resiliency of our economy....

 

Wednesday, March 22, 2017

A few weeks ago, I surprised my wife with a special trip to the Viking Cooking School located in Greenwood, Mississippi. We have both dreamed of visiting this location, so we partnered up with our dear friends Tim and Shay Rafferty and...

 

Wednesday, March 22, 2017

Tax season is here! This may not be everyone’s favorite time of year, but taxes are a necessary evil we must deal with. Many people procrastinate on tasks they dread, and taxes definitely fall into that category! If you are like...

 

Tuesday, February 7, 2017

Wouldn’t you agree that all Americans should have the right to honest and ethical financial advice? The answer to this question is obvious and it stands to reason that most individual investors would feel this way. As you may...

 

Thursday, January 12, 2017

The markets got off to quite a slow start in 2016 but things quickly changed course during the second half of the year. In the first half, the risk off trade was strong as oil prices tumbled, China growth concerns re-emerged and U.S....

 

Monday, December 19, 2016

While it feels as though we just ushered in 2016, we are already approaching the final week of this year and heading into 2017! December is often a celebratory time of year as we enjoy the holidays, but it can also be overwhelming. As...

 

Tuesday, December 6, 2016

This year marked the 39th annual CARTI Auxiliary Festival of Trees celebration in Little Rock. This event is hosted by CARTI, Arkansas’s largest private cancer clinic, and raises funds for CARTI cancer patients. The four-day...

 

Tuesday, November 22, 2016

Medical costs are rising, which means that unlike the past four years, Medicare Part B premiums are set to increase as well. Most Social Security benefit recipients (with the exception of high earners) were able to avoid a Medicare...

 

Tuesday, November 15, 2016

After a tumultuous and dramatic election season, we now face the reality that Donald Trump will be our next president. This election was certainly one for the history books and will be discussed for many years to come. Many polls, and...

 

Monday, September 19, 2016

In the spring of 1999, Fiduciary Wealth Management founder, Rocklin Senavinin accepted his first job working for a Wall Street based firm. Since that day, his passion for helping his clients has only grown stronger.

 

Monday, September 12, 2016

As we get older, life seems to get more complicated. Between our work and family, it’s hard to find the time or energy to devote to necessary but overwhelming tasks, such as investing or financial planning. I know how valuable...

 

Monday, September 12, 2016

I feel very lucky to have known what I wanted to be from a young age. I was in college and stumbled upon Burton Gordon Malkiel’s book, “A Random Walk Down Wall Street.” I was so intrigued by the markets that I...

 

Tuesday, August 23, 2016

Co-founders Rocklin Senavinin, CFP® and Edward Mahaffy, CFP®, ChFC®, MBA, offer over 50 years of combined industry experience. The firm is an independent, fee-only investment advisory firm dedicated to providing clients...

 

Thursday, June 23, 2016

Individuals hold more than $2.0 trillion in annuity contracts; a tidy sum considering an estimated $7.4 trillion is held in all types of IRAs.1 Annuity contracts are purchased from an insurance company. The insurance company will then...