INSIGHTS
Market Commentary 11/30/2020
US large cap equity markets hit all-time highs in November as the Dow Jones Industrial Average crossed 30,000 for the first time. These round numbers get easier to hit as the index values increase. The Dow’s increase from 10,000 in March 1999 to 11,000 in May 1999 was [...]
Remembering Terry Waye
It is with profound sadness that we inform you of the sudden passing of our partner, friend and colleague, Terry Waye, this past weekend. Words cannot express the loss that we all feel and the sadness we have for his family and friends. Terry joined Fairway in 2006 [...]
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 [...]