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, estate planning can be a complex process, and one overlooked step can lead to numerous challenges for the beneficiary. Chris Martin, CFP®, partner and senior wealth manager, spoke with Cleveland Jewish News about common estate planning mistakes and how clients can avoid incomplete planning. “When somebody has their estate plan drafted, they have [...]
Should you let AI manage your retirement plan? Fairway partner Chris Martin, CFP® shares with U.S. News & World Report that this powerful tool is not a substitute for personal judgement when it comes to financial advice. Click here for the full article.
By: Chris Martin We operate in a digital world. Today, everything from your grocery shopping to your banking can be handled with a mouse click or screen tap. But that reliance on technology to manage our day to day lives can cause us to think less and click faster online. And that is [...]
By: Chris Martin For the third year, Fairway Wealth Management had the privilege of sponsoring the RhizoKids Ohio annual fundraiser on May 11th, 2019 at St. Adalberts in Berea, Ohio. Rhizokids supporters enjoyed a dinner followed by an evening of raffles, horse races, and auctions. The fundraiser was a great success, hosting around [...]
