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Fiduciary Advisors, LLC. A full-service retirement plan advisor specializing in advisory services for corporate retirement plans. CA Insurance License: 0E92296.

Welcome to Fiduciary Advisors, LLC. For more information and to learn more, visit our website: https://fiduciaryadvisors.biz. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Fiduciary Advisors, LLC or any other entity listed on this website. Finra's Broker Check: https://brokercheck.finra.org. Form CRS and Reg BI Disclosure: https://bit.ly/KF-Disclosures. https://fiduciaryadvisors.biz and information on this website is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the compliance department of Kestra IS and Kestra AS at (844) 553-7872.

© 2020 Fiduciary Advisors, LLC. All rights reserved. Privacy Policy and Disclaimer: https://fiduciaryadvisors.biz/privacy-policy -85e0-410c-a3f2-273067b377ee

28/10/2026

Are you making the most of your money?

A growing trend called “moneymaxxing” is changing how people think about saving, spending, and building long-term wealth.

From finding hidden savings opportunities to maximizing workplace retirement benefits, small financial adjustments can make a meaningful difference over time.

Discover five practical ways to make your money work harder for you in our latest blog: https://fiduciaryadvisors.biz/blog-%26-vlog/f/moneymaxxing-the-social-media-trend-for-making-every-dollar-work

www.fiduciaryadvisors.biz

22/10/2026

Is AI’s infrastructure boom beginning to reshape the bond market? In the latest Money with Murphy, we examine how hyperscalers are financing their enormous capital needs, why borrowing costs are rising, and whether future AI revenues can justify the growing debt supporting the buildout.

We discuss in our latest video: https://fiduciaryadvisors.biz/blog-%26-vlog

www.fiduciaryadvisors.biz

20/10/2026

Caregiving can have a real impact on financial well-being and retirement readiness. The 2026 Retirement Confidence Survey from EBRI and Greenwald Research found that caregiving workers were more likely to struggle with emergency savings, debt, and retirement contributions. For plan sponsors, it is another reason to consider how education and financial wellness resources can better support participants balancing caregiving responsibilities with long-term financial goals.

Read the full story on our blog: https://fiduciaryadvisors.biz/blog-%26-vlog/f/the-hidden-retirement-cost-of-employee-caregiving

www.fiduciaryadvisors.biz

16/10/2026

Are employers doing enough to help younger generations prepare for retirement?

According to J.P. Morgan Asset Management’s 2026 Defined Contribution Plan Participant Survey, 86% of Gen Z participants believe employers have at least some responsibility to help them save for retirement.

And their expectations go beyond simply having access to a 401(k) plan.

From financial education and personalized guidance to automatic enrollment and simplified investment options, younger generations are looking for more support along their retirement journey.

What does this generational shift mean for employers and retirement plan sponsors?

Read our latest blog to explore the findings and what they could mean for the future of workplace retirement benefits: https://fiduciaryadvisors.biz/blog-%26-vlog/f/younger-workers-look-to-employers-for-retirement-help

www.fiduciaryadvisors.biz

15/10/2026

Is the market rally broader than it appears? In the latest Markets in a Minute, we examine why a handful of sectors are driving market gains, what's behind the recent bond market selloff and how higher oil prices could impact inflation, interest rates, and investors in the months ahead.

Read more on our blog: https://fiduciaryadvisors.biz/blog-%26-vlog/f/markets-in-a-minute-a-small-group-leads-the-market-higher

www.fiduciaryadvisors.biz

08/10/2026

SECURE 2.0 plan amendments are due by December 31, 2026, for most qualified retirement plans, including plans that did not adopt optional provisions. Plan sponsors should work with their service providers to confirm which provisions apply, ensure current plan operations align with the amended terms, and complete any required amendments before year-end.

Read more on our blog: https://fiduciaryadvisors.biz/blog-%26-vlog/f/secure-20-plan-amendments-are-due-by-year-end

www.fiduciaryadvisors.biz

07/10/2026

Markets entered the third quarter expecting lower rates and a more supportive backdrop for bonds. Instead, stronger growth, higher oil prices, and renewed inflation concerns pushed yields sharply higher while forcing investors to reassess expectations for both stocks and bonds.

We discuss in our latest video: https://fiduciaryadvisors.biz/blog-%26-vlog

www.fiduciaryadvisors.biz

01/10/2026

Consumer sentiment remains near recessionary levels, yet spending continues to hold up surprisingly well. In this week’s Markets in a Minute, we explore why consumers say they’re worried while continuing to spend, and how a growing divide between wealth-driven and wage-driven households is reshaping the economy. We also discuss why labor markets and credit trends may matter more than sentiment surveys when evaluating the outlook for consumer spending.

Read more on our blog: https://fiduciaryadvisors.biz/blog-%26-vlog/f/markets-in-a-minute-two-consumers-one-economy

www.fiduciaryadvisors.biz

30/09/2026

Financial wellness at work can be about much more than retirement savings.

From budgeting and managing debt to saving, investing, and simply feeling more confident about everyday financial decisions, access to the right resources can make a meaningful difference.

A recent study found that employees who participated in workplace financial education were more likely to report:

• Greater confidence in reaching financial goals
• Higher satisfaction with their personal finances
• Spending less than they earn
• A stronger understanding of everyday financial concepts

We break down the numbers and explore how workplace financial wellness resources can help employees take greater control of their financial lives.

Read the full story on our blog: https://fiduciaryadvisors.biz/blog-%26-vlog/f/financial-tools-at-work-could-help-you-take-control-of-your-money

www.fiduciaryadvisors.biz

25/09/2026

One Fed rate hike is unlikely to change the economy overnight, but it could signal a meaningful shift in where interest rates are headed. In this week’s Money with Murphy, we examine why some companies and consumers are better protected from higher rates, while others may feel the pressure almost immediately. We also explain why mortgage rates could remain elevated regardless of the Fed’s next move.

We discuss in our latest video: https://fiduciaryadvisors.biz/blog-%26-vlog

www.fiduciaryadvisors.biz

Address

Opening Hours

Monday	08:00 - 17:00
Tuesday	08:00 - 17:00
Wednesday	08:00 - 17:00
Thursday	08:00 - 17:00
Friday	08:00 - 17:00

Telephone

+19498516498

Website

https://fiduciaryadvisors.biz/

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