Fiduciary Advisors

We are a 401(k), 403(b) and Retirement Plan Advisor. Securities offered through Kestra Investment Services, LLC.

[Fiduciary Advisors @FiduciaryAdv]

Second-quarter earnings are off to a strong start with record profit margins. In this episode of Money with Murphy, we break down what earnings reveal about the economy, AI, and why free cash flow matters: https://t.co/9Rg3BtpaSc

#FiduciaryAdvisors #401k #403b #MarketUpdate

[Fiduciary Advisors @FiduciaryAdv]

Financial confidence isn't built overnight. It's built one small step at a time.

Learn how simple actions today can reduce money stress and help you build a stronger financial future.

Read more: https://t.co/TRdEfWGZGn

#FiduciaryAdvisors #401k #403b #FinancialEducation

[Fiduciary Advisors @FiduciaryAdv]

Emerging markets have quietly become one of the market's biggest success stories.

In this week's Markets in a Minute, we explore what's driving the rally, what may come next, and why investors should take another look.

Read more on our blog: https://t.co/EtHehi8of7

[Fiduciary Advisors @FiduciaryAdv]

Retirement confidence is rising, but nearly 40% of workers still don't know where to turn for financial advice. Trusted guidance can boost confidence, increase savings, and improve retirement outcomes.

Read more on our latest blog: https://t.co/BxzpVjlhNr

#FiduciaryAdvisors

[Fiduciary Advisors @FiduciaryAdv]

The first half of 2026 saw AI optimism, geopolitical uncertainty, and shifting market leadership. In this week's Money with Murphy, we recap the quarter's key takeaways and why diversification still matters.

We discuss in our latest video: https://t.co/9Rg3BtpaSc

#401k #403b

[Fiduciary Advisors @FiduciaryAdv]

What if retirement doesn't happen according to plan?

The latest Retirement Confidence Survey highlights why preparing for the unexpected is just as important as planning for your ideal retirement.

Read more on our blog: https://t.co/8laRyvE5WJ

#FiduciaryAdvisors #401k #403b

[Fiduciary Advisors @FiduciaryAdv]

In this week’s Markets in a Minute, we highlight second-quarter market trends, reasons for cautious optimism in the second half of the year, and key risks that could shape the outlook through 2027.

Read more on our blog: https://t.co/rUEvVmcsXm

#FiduciaryAdvisors #MarketUpdate

[Fiduciary Advisors @FiduciaryAdv]

While markets have focused on oil and geopolitics, bigger commodity trends are taking shape. In this week's Money with Murphy, we discuss what's driving metals, gold, and the broader commodity market: https://t.co/9Rg3BtpaSc

#FiduciaryAdvisors #401k #403b #MarketUpdate

[Fiduciary Advisors @FiduciaryAdv]

Have you checked your #401k or #IRA lately?

A few small changes now, can make a big difference over time.

We share seven tips to help you get the most out of your 401(k) and IRA before year-end. Read more: https://t.co/RCpQaq72CS

#FiduciaryAdvisors #403b #RetirementPlanning

[Fiduciary Advisors @FiduciaryAdv]

Are you fully vested in your #401k or #403b plan?

Understanding your vesting schedule can help you maximize employer contributions and avoid leaving retirement dollars behind.

Learn more on our blog: https://t.co/RuuTtkPm9e

#FiduciaryAdvisors #Vesting

[Fiduciary Advisors @FiduciaryAdv]

Faith-based employers have unique retirement plan considerations, including church plan status and ERISA requirements. Learn what the #DOL's latest guidance means and how it may affect your organization in our latest blog: https://t.co/kLr6Qfx1Og

#FiduciaryAdvisors #401k #403b

[Fiduciary Advisors @FiduciaryAdv]

Small-cap stocks have outperformed large caps this year. In this week’s Markets in a Minute, we explore whether the rally signals a lasting shift in market leadership or a temporary rotation.

Read more on our blog: https://t.co/tnYAIKfSWi

#FiduciaryAdvisors #401k #SmallCaps

[Fiduciary Advisors @FiduciaryAdv]

Taxes on investment gains aren't always bad news. In today's concentrated market, avoiding taxes can sometimes mean taking on more risk than you realize.

We explore why disciplined portfolio management matters more than tax avoidance in our latest video: https://t.co/9Rg3BtpaSc

[Fiduciary Advisors @FiduciaryAdv]

The DOL has proposed new guidance that could provide safe harbor protections for fiduciaries evaluating retirement plan investments, including options with private market exposure.

Learn what it means for plan sponsors: https://t.co/TqNKiNI7pN

#FiduciaryAdvisors #401k #403b

[Fiduciary Advisors @FiduciaryAdv]

The DOL’s 2024 Retirement Security Rule has been vacated.

What fiduciary standard applies today for retirement advice, including rollovers, and what could come next?

Read our blog for details: https://t.co/ih846KSDob

#FiduciaryAdvisors #401k #403b #ERISA #DOL

[Fiduciary Advisors @FiduciaryAdv]

Passive investing changed the game. Now, active management may be regaining its place. Find out why in this week’s Markets in a Minute.

Read more on our blog: https://t.co/3E68BmkTRd

#FiduciaryAdvisors #401k #403b #PassiveInvesting #ActiveInvesting #Diversification

[Fiduciary Advisors @FiduciaryAdv]

Market volatility can be unsettling, but reacting emotionally can come at a cost.

Our latest blog explores strategies to help investors stay focused on long-term goals during uncertain times.

Read more on our blog: https://t.co/y0a5lh3NwC

#FiduciaryAdvisors #401k #403b

[Fiduciary Advisors @FiduciaryAdv]

Kevin Warsh may bring big changes to the Fed, but one rule remains: don’t fight the Fed. This week’s Money with Murphy explores how new leadership could influence policy and markets.

We discuss in our latest video: https://t.co/9Rg3BtpaSc

#FiduciaryAdvisors #401k #403b #Fed

[Fiduciary Advisors @FiduciaryAdv]

Championship teams and strong portfolios are not built on highlights alone. In this week’s Markets in a Minute, we explain why bonds remain an essential part of a winning portfolio.

Read more on our blog: https://t.co/GWAtffdopc

#FiduciaryAdvisors #401k #403b #Bonds