Resilience is essential in times of market uncertainty. In a recent Investopedia article, Senior Associate Wealth Manager Daniel Shomper, CFP® shared tips for investors on building a resilient portfolio. “Being a resilient investor is all about staying invested during market downturns,” he said. “This gives investments time to recover, avoiding realized losses. More importantly, it [...]
INDEPENDENCE, Ohio. (Oct. 6, 2025) – Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it is ranked No. 135 on the 2025 Forbes Top RIA Firms list, up from its 2024 ranking of No. 148. This is the firm’s third consecutive year on this list. The annual Forbes/SHOOK Top RIA [...]
Executives may feel the pressure to exercise their stock options with equity markets near all-time highs. While high stock prices may be enticing, there are several complex factors to consider. In a recent Barron's article, Partner and Senior Wealth Manager Chris Martin, CFP® explains one way clients can avoid the Alternative Minimum Tax on incentive [...]
For some taxpayers, changes in tax law can prompt a reevaluation of giving strategies. Thanks to the OBBBA, qualified charitable distributions may provide more opportunity to maximize giving impact while lowering taxes. Wealth Advisor Brian Tullio was featured in a recent Financial Advisor Magazine article discussing how new tax law makes QCDs more valuable than [...]
By: Matt Garrott The S&P 500 Total Return Index rose 8% in the third quarter, bringing returns to almost 15% on the year. Taxable bonds saw a 2% increase while municipal bonds rebounded 2.5% as supply and demand dynamics normalized. As usual, pessimistic headlines were more noise than signal. The S&P 500 has [...]
