INSIGHTS
Vince DiGiacomo Quoted in Financial Advisor Magazine
Converting leftover 529 funds to a Roth IRA can be a great way to pad retirement savings. However, there are strict regulations and potential drawbacks to consider. Associate Wealth Manager Vince DiGiacomo recently shared with Financial Advisor Magazine how Fairway advises clients on managing leftover 529 funds once [...]
Kristen Kuzma Quoted in GOBankingRates
According to a study by TransUnion, Gen Z makes less money than millennials did ten years ago at the same age. Gen Z is making smart money moves by seeking the trusted guidance of finance professionals to strategically plan for their financial future. Wealth Manager Kristen Kuzma, CFP® [...]
Mark Weiskind Hosted on Milemarker Podcast
Listen in as Mark Weiskind, CFP, CPA/PFS (inactive) joins the Milemarker Connected Advisor Podcast. The discussion ranges from consolidation in the RIA space to how Fairway delivers reliable value for its clients. "For most firms in our industry, the value proposition is based on aspirational concepts and predictions and things investors and advisors don't have any control over. We focus on things that are controllable, where the value is reliable and consistent."
Fairway Wealth Management Named to Forbes 2024 Top RIA Firms List
INDEPENDENCE, Ohio. (Oct. 9, 2024) – Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it is ranked No. 148 on the 2024 Forbes Top RIA Firms list. This is the firm’s second consecutive year on this list. The annual Forbes/SHOOK Top RIA list [...]
Market Commentary 9/30/2024
By: Matt Garrott Despite the usual myriad of things to worry about, market returns were strong in the third quarter. The S&P 500 gained 5.9%. The Bloomberg US Aggregate Bond Index rose 5.2%. A diversified portfolio benefitted from strong small and midcap returns as well as [...]
Dina Leader Quoted in Financial Advisor Magazine
Fairway is excited to be featured in a retirement-related story from FA Magazine, a premier source of investing and financial planning news. Our wealth manager Dina Powers spoke about 401(k) rollovers and the transferring of retirement funds. Many retirees may consider shifting money between their IRAs and 401(k) [...]