INSIGHTS
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) [...]
Market Commentary 8/31/2024
By: Matt Garrott August was the seventh month this year with positive returns for the S&P 500 (April being the outlier). Up 2.4% on the month, the S&P 500 is up 19.5% on the year, including dividends. Market headlines continue to be dominated by the AI [...]
Dina Leader Quoted in Financial Advisor Magazine
Fairway wealth manager Dina Powers recently appeared in Financial Advisor Magazine, an RIA and financial news magazine featuring the latest trends and industry best practices. In a discussion on the benefits and drawbacks of traditional 401(k)s vs. IRA accounts, Dina noted that a client’s financial pipeline – along [...]
Mark Weiskind Quoted in Family Wealth Report
The prominent Tax Cuts and Jobs Act (TCJA) hangs in the balance as we approach November’s presidential election (and the major legislation’s expiration date of late 2025). Our managing director and president – Mark Weiskind, CFP, CPA/PFS (inactive) – spoke with Family Wealth Report about a variety of [...]
Brian Tullio Quoted in GOBankingRates
With summer winding down, the end of the year is right around the corner! Now is the perfect time to start year-end tax planning. At Fairway, we’re here to help prepare you for next year’s taxes and guide you toward better financial outcomes. Wealth Manager Brian Tullio was [...]