A new 401(k) rule change is set to reshape how high-income Americans save for retirement. Associate Wealth Manager Alex Canitano was featured in a recent GOBankingRates article discussing the new rule’s impact on 401(k) plan contributions and what individuals can do to prepare. “Grow the Roth money as much as possible,” he said. Click here for [...]
Homeowners who bought or sold property in 2025 are facing a unique set of tax considerations as tax season approaches. Senior Associate Wealth Manager Daniel Shomper, CFP®, spoke with Andrea Riquier at USA TODAY on tax tips for these individuals. In the article, Dan expressed the importance of saving records. Click here for the full article.
As the SEC opens the door for dual-share-class ETFs, many advisors are taking a measured approach. In a recent InvestmentNews article, Director of Investment Research _Matthew Garrott shares Fairway’s view on dual-share-class ETFs. "As part of our due diligence, we don’t just look at performance and expenses; we pay close attention to how funds are [...]
As the year winds down, many investors are evaluating tax-efficient moves for their portfolios. Daniel Shomper, CFP®, Senior Associate Wealth Manager, was featured in a U.S. News & World Report article discussing the use of ETFs for tax-loss harvesting. "It's generally good practice to go directly to the fund manager's website, since this will contain [...]
Director of Investment Research _Matthew Garrott was featured in World Finance Magazine’s winter issue discussing the birth of modern investing, the Errol Morris documentary titled “Tune Out the Noise,” and the efficient market hypothesis. “There is a continuum of less efficient to more efficient. Markets with more pricing events like US large cap stocks are [...]
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 [...]
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 [...]
While the estate planning process may be similar for everyone, the outcome is unique to every individual and family. In a recent Cleveland Jewish Publication Company article, President and Founding Partner Mark Weiskind, CFP, CPA/PFS (inactive) breaks down some of the possible personalized elements of estate plans. “The level of detail will depend on the [...]
To leave a financial legacy, a robust estate plan is critical. Without a thoughtful strategy in place, you risk losing accumulated wealth to taxes, probate, or family conflict. In a recent GOBankingRates article shared by Yahoo Finance, Wealth Manager Brian Tullio shared his thoughts on commonly overlooked estate planning strategies that might be beneficial for [...]
