INSIGHTS
What You Need to Know About the SECURE Act
By: Franco DiLiberto The SECURE Act On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act was signed into law. This law affects most retirement savers, as well as employers who offer retirement plans to [...]
Market Commentary Q4 2019
By: Matt Garrott What Happened in 2019 Some feared the near-bear drawdown of late 2018 was the beginning of the end of the bull market. Indeed, many market commentaries mention being “late in the market cycle”. Age will not signal the end of this bull, however. [...]
Talking Turkey About Active vs Passive
By: Matt Garrott Thanksgiving is a time for turkey, pumpkin spice everything, and – most importantly – reflection on what we are thankful for. This is also the time of year for the cliché awkward family argument, whether it’s about politics, bitcoin, or jockeying for who [...]
Fairway is Hiring
By: Mark Weiskind Fairway is looking to add to our wealth management staff. We’re seeking client-focused, career-oriented professionals who want to learn the wealth management business in support of our team of Wealth Managers. Strong people skills, a passion for helping people, and an accounting and/or [...]
The Beginning of the End?
By: Matt Garrott Saying the market hates uncertainty is cliché because uncertainty is the only constant in the market. Otherwise there would be no risk and returns would be miniscule. Lately, though, there have been three sources of outsized uncertainty: US/China trade, Brexit, and the Federal [...]
Skeptical Investing
By: Matt Garrott The S&P 500 is up over 20% through September 30th. Real estate is up almost 28%. Even the Barclays Aggregate Bond Index is up over 8%. Unemployment is incredibly low at 3.7% and wage growth is picking up. Inflation is tame at under [...]