By: Dan Gaugler Many of us are concerned about how the upcoming election might affect our financial plans. Here are some high-level considerations: Investment Portfolio Management: 1. Elections can trigger an impulse to time the market. They are an event we can see coming, unlike a surprise pandemic or natural disaster. An attempt [...]
by: Dan Gaugler Here’s the background story leading up to our recent recapitalization. In 1992 I wrote a business plan (as an MBA class assignment) for a fictional Fairway Financial Group. Explaining the A- grade, the professor wrote: “a comprehensive, if not completely believable plan. The market(ing) assumptions stretch credibility.” In 1997 at [...]
INDEPENDENCE, OHIO (May 16, 2016) - Fairway Wealth Management LLC has completed the buy-out of its silent equity partner, Michael D. Benson of Naples, Florida. Founding partners Daniel R. Gaugler and Mark S. Weiskind increased their capital investment in the firm and admitted Charles J. Avarello and Terry J. Waye, two of the firm’s employees [...]
By: Dan Gaugler We talk frequently about the ongoing Active vs. Passive debate. Of course, we are among the silent majority who believe in the Passive/Index approach. And the facts over the past 40 years support that view. The case first argued by John Bogle in the 1970s is essentially closed. Nevertheless, the [...]
By: Matt Garrott Returns among asset classes were mixed this past quarter. The Barclays Aggregate Bond Index was barely positive, up 0.17% and municipal bonds rose 1.49%. TIPS dropped 2.04% while foreign bonds took a nosedive, down 5.34%. Large cap stocks were the lone bright spot in equities, up 1.13%. Small and mid [...]
By: Dan Gaugler The best investors ignore the conventional Wall Street blabber about stock-picking, market-timing, and beating-the-market. They know investing is not a game. The returns you seek are actually there for the taking. You just need a disciplined approach and a long-term view. Investing is about getting your fair share of the [...]
