INSIGHTS
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 [...]
Introduction to Planned Giving
By: Brian Tullio My name is Brian Tullio and I am excited to introduce myself as the newest member of Fairway Wealth Management. I am a licensed attorney, and I hold a Master of Laws in Taxation as well as a CERTIFIED FINANCIAL PLANNER ™ Certification. [...]
Market Commentary 4/30/2020
By: Matt Garrott Did the month of April feel more like a year to you? The market might agree as stocks gained more in April than they do in the average year. The 12.8% gain is the best monthly return since 1974, but comes on the [...]