INSIGHTS
Now What?
By: Matt Garrott Everything went according to plan. Now what? After a lifetime of saving, it can be difficult to justify spending on things that we once considered frivolous. Meir Statman recently wrote a paper for the Financial Planning Association titled “Are Your Clients Not Spending [...]
Social Security: A Primer
By: Franco DiLiberto The Social Security Act was signed into law by President Roosevelt on August 14, 1935, as a social insurance net to protect the elderly from old age, poverty and unemployment. Today, more than 93% of American workers pay into and are covered by [...]
Halloween Frights
By: Matt Garrott What Keeps Us Up At Night? The ghosts and goblins of Halloween are in the rear-view mirror so what keeps us up at night now? Are macroeconomic conditions a concern? What about political discord at home and abroad? Maybe the dreaded Black Swan [...]
Good News from Dismal Headlines
By: Matt Garrott Wealth management is often associated with the word “No”. Got any hot stock tips? No. Should we be investing like that guy on TV? No and a speedboat is not an investment. Being negative all the time is no fun for us either, [...]
Fairway News
By: Mark Weiskind Clients and Friends, It has been nearly 18 months since we recapitalized Fairway Wealth Management, buying out our outside shareholder and making the firm 100% employee-owned. It’s been a positive stretch for our clients, with investment portfolios generally up nicely. And it’s been [...]
Dealing with the Boring Bull
By: Matt Garrott James Bond movies and the TV series Seinfeld are both classics and cultural touchstones, but the conflicts in these stories could have been resolved more quickly than they played out. Goldfinger could have just shot Bond instead of strapping him to a table [...]