INSIGHTS
How We Select Money Managers
By: Matt Garrott By: Dan Shomper Asset allocation may account for the majority of an investment portfolio’s returns, and we are big believers in indexing in certain asset classes, but that doesn’t mean that money manager selection is an afterthought. There are too many [...]
Brian Tullio Quoted in Forbes
The end of 2024 is quickly approaching, which means it’s time to start preparing for the upcoming tax season. Tax-loss harvesting is an approach you can implement before year-end that may help lower your tax liability and save money in the long run. Wealth Manager Brian Tullio recently [...]
Market Commentary 10/31/2024
By: Matt Garrott I started writing this commentary before the election, but held onto it since it will live most of its useful life (about 30 days until our next commentary) post-election. Not that I was going to make any predictions, but I expected to garner [...]
Matt Garrott Quoted in U.S. News & World Report
The diversity of their portfolio is an important factor investors often consider when determining the investment strategy that best fits their financial goals. Exchange-traded funds are increasingly popular, but direct indexing is also on the rise among investors, as it allows for greater customization and flexibility. Despite its [...]
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® [...]