INSIGHTS
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 [...]
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 [...]
Market Commentary 2/29/2024
By: Matt Garrott February may be the shortest month of the year, but that doesn’t mean it was boring. The S&P 500 was up 5.3%, breaking through the 5,000 mark and new all-time highs. As you can see below, it took the S&P 500 nearly 50 [...]