INSIGHTS
Alex Canitano Quoted in GOBankingRates
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 [...]
Market Commentary 12/31/2025
By: Matt Garrott What Happened in 2025 The S&P 500 continued its streak of double digit return years with a 17.9% return in 2025, including dividends. Due in part to a weaker US Dollar, Developed International stocks did even better at 31.9%, while Emerging Markets stocks [...]
Dan Shomper Quoted in USA Today
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 [...]
Matt Garrott Quoted in Investment News
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 [...]
Dan Shomper Quoted in U.S. News & World Report
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 [...]
Market Commentary 11/30/2025
By: Matt Garrott The S&P 500 squeaked out a small gain for November, up 0.25%, including dividends. The result was boring, but it was a turbulent month for the index with headlines driving dips and rebounds. It’s times like these that it’s tempting to lean on [...]