IN THE NEWS
Featured below are our employees who have been quoted in news articles across various media outlets. Discover their insights, expertise, and contributions that have made an impact in the world of finance.
Mark Weiskind Quoted in Barron’s
Loaning money to family members can be tricky if you’re not careful. Although some view it as a way to alleviate potential issues, without proper guidance, you could wind up creating new ones. Our President Mark Weiskind, CFP, CPA/PFS (inactive) spoke with Barron's and shared his thoughts on [...]
Chris Martin Quoted in U.S. News & World Report
Should you let AI manage your retirement plan? Fairway partner Chris Martin, CFP® shares with U.S. News & World Report that this powerful tool is not a substitute for personal judgement when it comes to financial advice. Click here for the full article.
Mark Weiskind Quoted in Financial Advisor Magazine
While tax implications might not be front of mind following the loss of a loved one, it’s important that advisors take into account these financial changes. Our president, Mark Weiskind, CFP, CPA/PFS (inactive), shared insights into how clients may be financially impacted by their spouse’s death in Financial [...]
Dina (Leader) Powers Quoted in U.S. News & World Report
When saving for retirement, it’s crucial to have a withdrawal strategy that will help you reap the tax benefits of qualified retirement accounts. Wealth Manager Dina Leader was recently featured in U.S. News & World Report sharing her thoughts on how retirees can reduce tax obligations on withdrawals [...]