IN THE NEWS

According to the Federal Reserve’s preferred inflation gauge, inflation may be on the rise again. With a 0.02 percent increase in November from the previous month and a 2.3 percent jump from November 2023, some investors are considering Treasury inflation-protected securities (TIPS), designed to help protect future purchasing [...]

The end of 2024 is quickly approaching, which means it’s time to start preparing for the upcoming tax season. Tax-loss harvesting is an approach you can implement before year-end that may help lower your tax liability and save money in the long run. Wealth Manager Brian Tullio recently [...]

The diversity of their portfolio is an important factor investors often consider when determining the investment strategy that best fits their financial goals. Exchange-traded funds are increasingly popular, but direct indexing is also on the rise among investors, as it allows for greater customization and flexibility. Despite its [...]

Converting leftover 529 funds to a Roth IRA can be a great way to pad retirement savings. However, there are strict regulations and potential drawbacks to consider. Associate Wealth Manager Vince DiGiacomo recently shared with Financial Advisor Magazine how Fairway advises clients on managing leftover 529 funds once [...]

According to a study by TransUnion, Gen Z makes less money than millennials did ten years ago at the same age. Gen Z is making smart money moves by seeking the trusted guidance of finance professionals to strategically plan for their financial future. Wealth Manager Kristen Kuzma, CFP® [...]

Listen in as Mark Weiskind, CFP, CPA/PFS (inactive) joins the Milemarker Connected Advisor Podcast. The discussion ranges from consolidation in the RIA space to how Fairway delivers reliable value for its clients. "For most firms in our industry, the value proposition is based on aspirational concepts and predictions and things investors and advisors don't have any control over. We focus on things that are controllable, where the value is reliable and consistent."

Fairway is excited to be featured in a retirement-related story from FA Magazine, a premier source of investing and financial planning news. Our wealth manager Dina Powers spoke about 401(k) rollovers and the transferring of retirement funds. Many retirees may consider shifting money between their IRAs and 401(k) [...]

Fairway wealth manager Dina Powers recently appeared in Financial Advisor Magazine, an RIA and financial news magazine featuring the latest trends and industry best practices. In a discussion on the benefits and drawbacks of traditional 401(k)s vs. IRA accounts, Dina noted that a client’s financial pipeline – along [...]

The prominent Tax Cuts and Jobs Act (TCJA) hangs in the balance as we approach November’s presidential election (and the major legislation’s expiration date of late 2025). Our managing director and president – Mark Weiskind, CFP, CPA/PFS (inactive) – spoke with Family Wealth Report about a variety of [...]