INSIGHTS
Dina Leader-Powers Quoted in Bankrate
With January coming to a close, many Americans are receiving tax documents (such as W-2 forms) due to them at the end of the month. And as they prepare to file, at Fairway, we know most taxpayers are considering the credits and deductions available to them – from [...]
Market Commentary 12/31/2024
By: Matt Garrott What Happened in 2024 The S&P 500 gained 25% including dividends in 2024, its second 25%+ calendar year in a row. The S&P 500 is up 72% from the bottom of the bear market in 2022. Returns haven’t been without setbacks, though. We’ve [...]
Mark Weiskind Quoted in Bankrate
Tax season is right around the corner. Now is the time to start thinking about how you manage your tax records. When is an appropriate time to purge previous years’ tax documents? How can you protect your sensitive information in the process? Mark Weiskind, CFP, CPA/PFS (inactive) shared [...]
Matt Garrott Quoted in Financial Advisor Magazine
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 [...]
Market Commentary 11/30/2024
By: Matt Garrott Markets hate uncertainty and with the U.S. Presidential election decided, one source of uncertainty has been removed. Instead of being barraged with political ads on TV and radio, we are back to hearing about the latest cure for moderate to severe restless elbow, [...]
Dan Shomper Quoted in Financial Advisor Magazine
According to the Federal Reserve’s preferred inflation gauge, inflation may be on the rise again. With a 0.02 percent increase in November from the previous month and a 2.3 percent jump from November 2023, some investors are considering Treasury inflation-protected securities (TIPS), designed to help protect future purchasing [...]