INSIGHTS
Time for the Family
By: Matt Garrott Year-to-date, markets are still mostly down. The S&P 500 is down 13.1% through the end of November and the Bloomberg US Aggregate Bond Index is down 12.6%. November itself was a positive month, however. The S&P 500 gained 5.6% while the Bloomberg US [...]
Market Commentary 10/31/2022
By: Matt Garrott By the time the time you read this, the midterm elections will be over and the votes counted (at least most of them). Longtime clients know that our advice is to keep politics separate from your portfolio. The Dow Jones Industrial Average had [...]
Estate Planning in a High-Interest Rate Environment
By: Brian Tullio The low-rate environment of the past several years has been a boon to many estate planning techniques and greatly benefited those looking to tax-efficiently transfer wealth. However, 2022 has brought record high inflation, prompting the Federal Reserve to begin a campaign of interest [...]
Market Commentary 9/30/2022
By: Matt Garrott The S&P 500 was down 9.2% for the month, down 4.9% for the quarter, and is down 23.9% year-to-date. The dollar hit parity with the Euro while the joke of the moment is that the British Pound is now only worth 15 ounces. [...]
Fairway Wealth Management Named in Financial Advisor Magazine’s 2022 RIA Ranking
Independence, OH – August 5 – Fairway Wealth Management, an Independence, Ohio-based wealth management firm and multi-family office, is pleased to announce the firm was once again named as one of the 250 top advisors in Financial Advisor Magazine’s 2022 RIA Ranking. “As Fairway celebrates 20 years in [...]
Sparkling Economic Shrinkage
By: Matt Garrott The S&P 500 was up 9.2% in July. Year-to-date, the index is down 12.6% and down 5% over the last 12 months. Bonds have taken a beating this year, too, with the Bloomberg US Aggregate Bond Index down 7.7% and muni bonds down [...]