INSIGHTS
Mark Weiskind Named to AdvisorHub’s 2025 Advisor to Watch RIAs List
INDEPENDENCE, Ohio. (June 20, 2025) – For the third consecutive year, Mark Weiskind, CFP®, CPA/PFS, President of Fairway Wealth Management, was named to AdvisorHub’s Advisors to Watch: RIAs list. The list represents the top 250 advisors who have assembled efficient and productive teams that have achieved scale without [...]
Alex Canitano Quoted in ComparisonAdviser
Unsure how to allocate your income? From building an emergency fund to contributing to retirement accounts, a smart investing order of operations can help maximize the value of your money. Associate Wealth Manager Alex Canitano was recently featured in a ComparisonAdviser article, where he shared his thoughts on [...]
Chris Martin Quoted in Cleveland Jewish News
For some, estate planning can be a complex process, and one overlooked step can lead to numerous challenges for the beneficiary. Chris Martin, CFP®, partner and senior wealth manager, spoke with Cleveland Jewish News about common estate planning mistakes and how clients can avoid incomplete planning. “When somebody [...]
Blake Rudy Quoted in U.S. News & World Report
Investors are pouring into ETFs due to their many advantages, but it’s important to be mindful of the fee structures before investing. In a recent U.S. News & World Report article, Associate Wealth Manager Blake Rudy shares his insights on cost-efficient investing and paying attention to expense ratios. [...]
Turning Unused 529 Funds into a Retirement Win
By: Vince DiGiacomo Imagine saving diligently for your child’s college education, only to watch them earn a full scholarship or choose a different path entirely, leaving a heap of unused funds trapped inside of a 529 College Savings Account and staring down the barrel of taxes [...]
Market Commentary 4/30/2025
By: Matt Garrott The S&P 500 was down slightly in April at -0.76%. Bonds rose 0.39%. If you haven’t been paying attention to the news, congratulations, it was a quiet month. Don’t read the rest of this commentary. To borrow a zombie apocalypse movie trope, if [...]