5 Common Estate Planning Mistakes

By |2022-01-26T19:21:58+00:00January 26th, 2022|Knowledge Center|

By: Brian Tullio A great deal of time and consideration is often spent creating an estate plan to protect and provide for your family and loved ones.  All too often a single, costly mistake can derail that plan.  Below are five such pitfalls and ways to avoid them – do not let these [...]

Financial Resolutions

By |2022-01-20T14:50:04+00:00January 20th, 2022|Knowledge Center|

For many people, January is a time for resolutions.  Start with the end in mind.  Yogi Berra said, “If you don’t know where you’re going, you’ll end up someplace else.”  If you made a resolution to improve your financial health for the new year, quantify your goal.  Here are some more tips from Fairway to [...]

Market Commentary 12/31/2021

By |2022-01-06T18:27:24+00:00January 6th, 2022|Blog|

By: Matt Garrott What Happened in 2021 US stocks did very well while International stocks climbed but lagged the US.  The Barclays Aggregate Bond Index was down slightly, but Municipal Bonds and TIPS were up.  Even though a moderate portfolio likely had a higher return than the historical average for US Large Cap [...]

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