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

INSIGHTS

Franco DiLiberto Quoted in GOBankingRates

By |February 23rd, 2025|

Wealth accumulation often comes at a cost: higher taxes. However, there are ways investors with over $500k can lower their tax burden while growing their wealth. Manager of Wealth Management Services Franco DiLiberto shared insight into direct indexing and tax-loss harvesting as tax strategies for the wealthy. “Tax-loss [...]

Dina Leader-Powers Quoted in GOBankingRates

By |January 29th, 2025|

Tax season has begun! While the deadline to file isn’t until April 15, take the time now to get prepared so you can avoid any unnecessary stress. Wealth Manager Dina Powers shared with GOBankingRates some of her recommendations for tax season preparation. “Create both electronic and paper folders [...]

Matt Garrott Quoted in Financial Advisor Magazine

By |December 6th, 2024|

Index funds are a useful tool for many investors when it comes to portfolio construction. However, not all index funds serve the same purpose. At Fairway, we guide clients in selecting index funds based on their unique financial goals. Director of Investment Research Matthew Garrott was featured in [...]

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