Insights2023-06-20T19:57:42+00:00

INSIGHTS

Get Your M&Ms Sorted Sooner Rather Than Later

By |September 7th, 2018|

By: Matt Garrott The Queen of Soul, Aretha Franklin, recently passed away with an $80 million estate… and no will.  The news follows in the footsteps of other celebrities (Prince comes to mind) who never found the time to complete their financial plan.  Most of our [...]

A Bold Prediction

By |August 8th, 2018|

By: Matt Garrott I have a bold prediction to make.  Yes, I know I talk all time about how Fairway isn’t in the prediction business and that basing any long-term financial decision on a forward-looking prediction is a fool’s game, but I’m going to do it [...]

Portfolio Sunscreen

By |July 5th, 2018|

By: Matt Garrott It’s July and in Cleveland the sun is finally out.  The summer sun brings with it the potential for sunburn.  Sunscreen is essential to avoid the pain and potential long-term damage from getting burned, but when it works we don’t really notice its [...]

Chasing Outperformance

By |June 16th, 2018|

  By: Matt Garrott One of my favorite investment reads is The Route to Performance by Oaktree Capital’s Howard Marks.  Marks starts by disputing the argument that more risk means more return, “If you want to be in the top 5% of money managers, you have [...]

This Will End Badly

By |April 5th, 2018|

By: Matt Garrott It’s clear that 2018 will not be a repeat of 2017.  Low volatility, a steady march up and to the right, and a general disregard for headline risk were last year’s calling cards.  2018 seems jittery by comparison, but is actually a more [...]

Markets in “Turmoil”

By |March 7th, 2018|

By: Matt Garrott The stock market fell back to earth at the end of February as CNBC trotted out its ‘Markets in Turmoil’ chyron.  For all its gyrations, as of the end of February the S&P 500 was up about 1% for the year – hardly [...]

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