INSIGHTS
Market Commentary 9/30/2020
By: Matt Garrott The S&P 500 gained 8.9% during the third quarter, putting its year-to-date return at 5.1%, while other broad stock indices gained between 4% and 9% for the quarter but remain in negative territory through the first nine months of 2020. A moderate asset [...]
Election Worries?
By: Dan Gaugler Many of us are concerned about how the upcoming election might affect our financial plans. Here are some high-level considerations: Investment Portfolio Management: 1. Elections can trigger an impulse to time the market. They are an event we can see coming, unlike a [...]
Fiduciary Standard vs Regulation BI
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 [...]
Market Commentary 7/31/2020
By: Matt Garrott The current bull market is already four times as long as the last bear market. The last bear was merely a month old when it expired. The current bull market is 4 months old. Is this the real deal? Pre-pandemic, there was worry [...]
Market Commentary 6/30/2020
By: Matt Garrott Not including dividends, the S&P 500 was down exactly 20% in the first quarter. It was up 19.95% in the second quarter. Down 20%, up 20%. If you think 2020 has been a joke of a year so far, it seems the stock [...]
Market Commentary 5/31/2020
By: Matt Garrott Before our monthly commentary, I’d like to address the question we’ve gotten most often: How are the folks at Fairway doing? It is humbling to be in your thoughts, especially in times like these. We are doing well and are fortunate to have [...]