INSIGHTS
Estate Planning in a High-Interest Rate Environment
By: Brian Tullio The low-rate environment of the past several years has been a boon to many estate planning techniques and greatly benefited those looking to tax-efficiently transfer wealth. However, 2022 has brought record high inflation, prompting the Federal Reserve to begin a campaign of interest [...]
Market Commentary 9/30/2022
By: Matt Garrott The S&P 500 was down 9.2% for the month, down 4.9% for the quarter, and is down 23.9% year-to-date. The dollar hit parity with the Euro while the joke of the moment is that the British Pound is now only worth 15 ounces. [...]
Fairway Wealth Management Named in Financial Advisor Magazine’s 2022 RIA Ranking
Independence, OH – August 5 – Fairway Wealth Management, an Independence, Ohio-based wealth management firm and multi-family office, is pleased to announce the firm was once again named as one of the 250 top advisors in Financial Advisor Magazine’s 2022 RIA Ranking. “As Fairway celebrates 20 years in [...]
Sparkling Economic Shrinkage
By: Matt Garrott The S&P 500 was up 9.2% in July. Year-to-date, the index is down 12.6% and down 5% over the last 12 months. Bonds have taken a beating this year, too, with the Bloomberg US Aggregate Bond Index down 7.7% and muni bonds down [...]
Celebrating 20 Years of Service… and Volatility
By: Mark Weiskind June 2022 marked 20 years since Dan Gaugler and I founded Fairway. It’s a bit humbling to think back to where we started in 2002, just the two of us in shared office space in Westlake, Ohio, with what was hopefully a good business [...]
Market Commentary 5/31/2022
By: Matt Garrott The S&P 500 was flat in May, but managed to snap a streak of 7 negative weeks in a row. At one point, investors were less than 2% away from a bear market. The S&P 500 did briefly dip below the bear market [...]