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 13, 2023

What You Need to Know About Secure Act 2.0 The setting every community up for retirement enhancement (Secure) Act 2.0 was recently signed into law and if you are like most, you probably glanced at the headline during the holiday season an

 

Friday, December 23, 2022

Happy Holidays from Fiduciary Wealth Management! I think we can all agree that this year has had its ups and downs, but one thing remains true: our clients at Fiduciary Wealth Management are some of the best! We are so grateful for...

 

Monday, November 21, 2022

Happy Thanksgiving: Reflecting on What We Are Most Grateful For

 

Tuesday, November 8, 2022

Although there have been some great strides recently in gender equality in the workplace (and in society in general), there’s still work to be done—especially when it comes to retirement.

 

Friday, September 23, 2022

Want to do some good with your required minimum distribution income? Consider sending it straight to the charity of your choice.

 

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Monday, August 15, 2022

Are you a military service member looking into benefits? Learn more about the Survivor Benefit Plan, why you should enroll, and if it’s right for you.

 

Tuesday, August 2, 2022

Time flies! We’ve crossed the halfway point in 2022, and here’s what we know about the state of the market.

 

Tuesday, June 21, 2022

Do you know the differences between a personal IRA and an employer-sponsored retirement plan? Here’s what you need to know as you save for retirement.

 

Thursday, May 19, 2022

Do you want to know a secret to a happy retirement? Well, we’ve got 6! Read Fiduciary Wealth Management’s insights now!

 

Thursday, March 24, 2022

Retiring in 2022? Make sure you’re prepared with our Social Security guide.

 

Tuesday, January 25, 2022

Don’t let short-term market fluctuations derail your portfolio. Protect your wealth with these six steps.

 

Thursday, December 16, 2021

Fiduciary Wealth Management wants to wish you Happy Holidays. We hope this holiday season brings you joy.

 

Tuesday, November 23, 2021

If there’s ever a time when we need to stop and take stock of all that we have to be grateful for, it’s now. When we said goodbye to 2020, we started the new year with hope and crossed our fingers for a turnaround. But even...

 

Friday, October 22, 2021

Parents significantly supporting their adult children financially (not just covering dinner every now and then) isn’t anything new. However, COVID-19 has certainly increased the stats in this category. A recent survey found that...

 

Wednesday, September 15, 2021

First, do no harm. Yes, as a physician, your number-one priority is always the patient. Day in, day out, patient by patient, your career has been driven by the desire to heal and make change for the better. As you enter retirement,...

 

Friday, August 27, 2021

Inheriting money can be a blessing. The money received could positively impact your future for years to come. However, while planning how you’ll use your newfound wealth, the news of an inheritance is often accompanied by the...

 

Monday, July 12, 2021

You won’t find many people who disagree with the statement that life is unpredictable. But the past year we experienced was certainly not for the faint of heart. As we adapted to new ways of working and living, uncertainty became...

 

Monday, May 24, 2021

As a comprehensive, fee-only financial advisory firm, we pride ourselves in offering the very best to our clients when developing a wealth management plan that is tailored to each individual and their families. We can offer sound...

 

Thursday, April 15, 2021

It seems like you can’t watch a YouTube video or scroll through Facebook without seeing an advertisement about some new way to make money quickly. The messaging in our culture is clearly that you should be rich, and you should be...

 

Friday, March 5, 2021

There are 81 ways to claim Social Security benefits and that’s just for married couples. (1) If your advisor hasn’t told you how complicated the maze of Social Security is before you’re ready to retire, then...

 

Monday, February 1, 2021

We all make New Year’s resolutions—either consciously or subconsciously. We all want to do better, and a new year is a great time to assess where we are, where we’ve been, and where we hope to be in the coming year....

 

Tuesday, December 15, 2020

When it comes to your retirement dreams, the possibilities are limitless. Do you want to spend your golden years traveling? Volunteering? Spending time with family? Taking up a new hobby? Crossing some goals off your bucket list...

 

Friday, November 6, 2020

While Thanksgiving became an official holiday in 1870, Americans have been taking part in this tradition of gratitude since the Pilgrims arrived on our shores. Since then, our country has experienced wars, depressions, natural...

 

Thursday, October 8, 2020

Do you want to leave a lasting legacy that blesses your family for generations? If you’re like most of our clients, the answer is a resounding yes! Building your wealth to protect your family today and for generations takes...

 

Monday, September 28, 2020

I’ve been a financial advisor for 20+ years. Through my experience, I’ve come to find some common financial mistakes people make. I would like to share the top five biggest financial mistakes with you today, so you can...

 

Wednesday, September 2, 2020

Raise your hand if you had to cancel your summer vacation due to COVID-19. Unfortunately, that’s the norm for 2020. Many of us have had plans altered or called off, and we are all ready for life to return to some semblance of...

 

Monday, July 20, 2020

A few weeks ago my wife Tiffany and I took a quick trip down to Lake Ouachita. The coolers were packed, sunscreen (check), and the weather forecast showed only a slight chance of rain that day. We were excited about our first kid free...

 

Wednesday, June 3, 2020

Every parent wants their teen to grow into a financially responsible adult. Thankfully there are steps you can take to help them prepare for financial independence now—before they leave the nest and head out into the real world....

 

Wednesday, April 29, 2020

If you’re like most Americans, you’ve suddenly found yourself spending all your time at home. With the absence of commuting, socializing, or other outside-the-home activities, you may be wondering how you can make the best...

 

Tuesday, April 7, 2020

Not only can talking about money be uncomfortable, but the intricacies of how financial advisors work can seem overly complicated. This is likely one of the reasons why investors are confused by wealth management fees and don’t...

 

Monday, March 2, 2020

The equity markets saw more declines this past week over fears relating to the spread of the coronavirus (COVID-19). Trading through the close on February 28th saw the S&P 500 drop over 12% from its recent peak—wiping out $3.6...

 

Thursday, January 30, 2020

On the whole, Americans are woefully unprepared for retirement, with recent data from the U.S. Bureau of Labor Statistics showing that only 55% of workers participate in a workplace retirement plan. (1) With wages not increasing as...

 

Monday, January 20, 2020

Almost half of all Americans are worried about running out of money in retirement. (1) Are you one of them? Even if you’re not, you probably feel the need to be fiscally responsible in retirement in order to avoid problems down...

 

Saturday, November 23, 2019

At Fiduciary Wealth Management, we have more than 20 years of experience specializing in helping families secure their financial future through personalized, comprehensive financial planning. Our ultimate goal is to offer people...

 

Tuesday, October 8, 2019

When you’re searching for a financial advisor, you might come across quite a few acronyms that follow an advisor’s name. Unless you’re in the financial industry, these designations and credentials will just confuse...

 

Tuesday, October 1, 2019

For anyone who loves to eat, Little Rock has a plethora of establishments to choose from. From small one-of-a-kind mom-and-pop places to food trucks to upscale restaurants for special occasions, there is something for everyone. And...

 

Tuesday, September 24, 2019

When it comes to retirement, there seems to be a never-ending checklist of tasks to complete in order to prepare yourself for this major milestone. To name a few, you need to save enough to maintain your lifestyle, invest wisely,...

 

Monday, July 15, 2019

What A Roller Coaster Ride! We are midway through 2019, and the equity markets have not only managed to recover from the downward spiral that started towards the end of last year, but they have gone on to reach new highs. U.S. stocks,...

 

Tuesday, July 2, 2019

For anyone who loves to eat, Little Rock has a plethora of establishments to choose from. From small one-of-a-kind mom-and-pop places to food trucks to upscale restaurants for special occasions, there is something for everyone. And...

 

Wednesday, April 10, 2019

The sheer magnitude of information we have right at our fingertips these days can quickly and easily put us in information overload. In our search for answers, we can end up feeling uncertain about what is most important, much less...

 

Wednesday, February 27, 2019

Parenting is hard. After all, the way you raise your kids dramatically influences the person they become. Yes, they will learn many things in school. If you aren’t an algebra whiz, history buff, or science geek, your child...

 

Monday, February 11, 2019

To a large degree, your life of today and tomorrow depends on your money. You have worked hard for every penny. With your retirement in sight, you deserve to have a partner that understands your dreams and has your best interests at...

 

Wednesday, January 9, 2019

If you were to take a guess, how much do you think you need to save in order to experience your dream retirement? How about a realistically comfortable, fulfilling retirement? Somewhere around a quarter million, or even a half million...

 

Monday, December 10, 2018

The goal of financial success may not mean the same thing for everyone. For some, it may mean saving a certain amount of money before they reach retirement age. For others, it could mean hitting an annual income level that...

 

Wednesday, November 14, 2018

By Rocklin Senavinin, CFP® When it comes to retirement, there’s no lack of information on how to save and what to save. But how do you make sense of the overabundance of details for your own situation? Retirement is one of...

 

Wednesday, October 24, 2018

At Fiduciary Wealth Management, our highest priority is to build long term relationships with our clients and to partner with them to help reach their financial goals. We go the extra mile to make sure we provide you with the service...

 

Tuesday, September 18, 2018

When you make the transition from earning a paycheck to living off the wealth you have saved for decades, the last thing you want to happen is for exorbitant healthcare costs to eat away at your income. Unfortunately, that’s what...

 

Wednesday, August 1, 2018

If you’re like most parents, you have a never-ending list of things you want to teach your child so they grow up to be a successful adult who contributes to society. From a young age, you model and instruct them in how to share,...

 

Wednesday, July 11, 2018

It may be summer, but we all know the economy and markets don’t go on vacation. The first half of 2018 was a friendly reminder that market volatility does exist and this return in volatility was not comfortable for most investors...

 

Wednesday, May 30, 2018

Here at Fiduciary Wealth Management, our priority is your peace of mind. We want you to have confidence in your financial future, knowing that your money will be there for you when you need it most. Because of this, we have chosen to...

 

Monday, May 7, 2018

So many people find themselves stuck in a career they aren’t passionate about or enjoy. In fact, two-thirds of people are disengaged with their job. I feel incredibly fortunate that I have a career I love and that I look forward...

 

Friday, March 30, 2018

How much do you know about basic financial concepts that impact your portfolio? Chances are, if you’re reading this article, you know more than most. But that’s not the case for everyone. Since April is Financial Literacy...

 

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...

 

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, 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, 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...

 

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...