INSIGHTS
Happy 5/29!
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 [...]
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.
Why Don’t You Just Buy the Good Stocks?
By: Matt Garrott The S&P 500 gave back almost half of its first quarter gains in April, dropping over 4%. The Federal Reserve held rates steady as US GDP came in well below expectations and inflation remained sticky. The US Postal Service recommended raising the price [...]
Mark Weiskind Named to 2024 Forbes Best-In-State Advisors List
INDEPENDENCE, Ohio. (April 22, 2024) – Mark Weiskind, CFP®, CPA/PFS, President of Fairway Wealth Management, was ranked No. 32 on the 2024 Forbes Best-In-State Wealth Advisors list for Ohio. The Forbes list recognizes advisors who are ahead of the curve with financial counsel and client relations. Weiskind’s high [...]
Market Commentary 3/31/2024
By: Matt Garrott The S&P 500 got off to a hot start this year, up over 10% in the first quarter, but it may make sense to focus on what hasn’t happened this year rather than what has happened. Coming into 2024, forecasters expected 6 or [...]
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 [...]