INSIGHTS
Flatlining
By: Matt Garrott It’s been over a year since the S&P hit its all-time high. The market has been going sideways. From February 16th, 2015 through May 31st, 2016, the S&P 500 has returned 0%. Investors have earned nothing. Or have they? While the market returned [...]
A Brief History of Fairway…
by: Dan Gaugler Here’s the background story leading up to our recent recapitalization. In 1992 I wrote a business plan (as an MBA class assignment) for a fictional Fairway Financial Group. Explaining the A- grade, the professor wrote: “a comprehensive, if not completely believable plan. The [...]
Fairway Wealth Management LLC Buys-Out Silent Partner and Completes Recapitalization
INDEPENDENCE, OHIO (May 16, 2016) - Fairway Wealth Management LLC has completed the buy-out of its silent equity partner, Michael D. Benson of Naples, Florida. Founding partners Daniel R. Gaugler and Mark S. Weiskind increased their capital investment in the firm and admitted Charles J. Avarello and Terry [...]
The Big Secret
By: Matt Garrott Sometimes I wish we had a complex, proprietary, super-secret investment method. I would fit in much better with my peers at investment conferences. I could give vague responses to questions, “Well I don’t want to give too much away, but…” as if [...]
Market Commentary Q1 2016
By: Matt Garrott The first quarter of 2016 must have been inspired by March, roaring in like a lion and going out like a lamb. The year started off terribly with an immediate market correction of 10.3% for the S&P 500. About halfway through the [...]
The Oracle of Omaha
By: Matt Garrott Berkshire Hathaway recently released Warren Buffett’s annual letter to shareholders and it is required reading if you have any interest in investing, stocks, money, folksy wisdom, talking lizards, or deeply discounted furniture. Really, just do yourself a favor and read the letter. This [...]