By: Matt Garrott By: Dan Shomper Asset allocation may account for the majority of an investment portfolio’s returns, and we are big believers in indexing in certain asset classes, but that doesn’t mean that money manager selection is an afterthought. There are too many options available to simply throw a dart [...]
By: Dan Shomper Today is one of those unofficial holidays where financial folks get a chuckle over the date matching up with a financial topic. On the list of date puns it falls after Pi day (3/14) and Star Wars day (May the 4th [be with you]), but before 401(k) day, which is [...]
By: Dan Shomper The SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 was signed into law on December 29th 2022, almost exactly 3 years after the original SECURE Act was passed. While the SECURE acronym could have used some more work (my opinion), legislators did work hard to stuff this Act [...]
By: Brian Tullio The low-rate environment of the past several years has been a boon to many estate planning techniques and greatly benefited those looking to tax-efficiently transfer wealth. However, 2022 has brought record high inflation, prompting the Federal Reserve to begin a campaign of interest rate increases in hopes of taming inflation [...]
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: 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 [...]
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 [...]
By: Brian Tullio The American Rescue Plan Act of 2021 was signed into law by President Biden on March 11, 2021. The sweeping $1.9 trillion coronavirus relief package authorizes a multitude of new and expanded economic aid programs to offer assistance to individuals, families, and businesses struggling amidst the pandemic. The following is [...]
By: Brian Tullio In early 2018, the Securities and Exchange Commission (“SEC”) issued a set of proposals, known as Regulation Best Interest (“Regulation BI”), in an effort to lift the standard of conduct applicable to broker-dealers. Despite thousands of public comment letters, rule revisions, and a lawsuit against its implementation (which is still [...]
By: Brian Tullio My name is Brian Tullio and I am excited to introduce myself as the newest member of Fairway Wealth Management. I am a licensed attorney, and I hold a Master of Laws in Taxation as well as a CERTIFIED FINANCIAL PLANNER ™ Certification. After practicing law at a boutique tax [...]
