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

INSIGHTS

Data, Worries, and Expectations

By |November 5th, 2018|

By: Matt Garrott We are often asked, particularly by prospects, for investment ideas – something outside the box that goes up like a stock and protects on the downside.  All they want is 10% annual returns with no negative years.  No such thing exists or we’d [...]

Market Commentary Q3 2018

By |October 2nd, 2018|

By: Matt Garrott The S&P 500 is up 10% year to date.  Does it feel like it?  While the US stock market is having a strong year and the economy flexes its muscles, long-term investors may be feeling left behind.  Why?  Domestic stocks are up double [...]

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 [...]

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