INSIGHTS
What Does a 20% Gain Feel Like?
By: Matt Garrott What do you remember most about the markets over the last 12 months or so? Was it the big drawdown in the first quarter? Brexit? Maybe the flash crash from a year ago? How did you feel during each of these supposedly world-ending [...]
Lessons from Musashi
By: Matt Garrott What is the most important action an investor can take? Sometimes it is taking no action at all. We were recently pitched a hot new hedge fund. It is run by an eclectic genius (aren’t they all?), has good performance, and the client [...]
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 [...]