Market Commentary 12/31/2025
By: Matt Garrott What Happened in 2025 The S&P 500 continued its streak of double digit return years with a 17.9% return in 2025, including [...]
Dan Shomper Quoted in U.S. News & World Report
As the year winds down, many investors are evaluating tax-efficient moves for their portfolios. Daniel Shomper, CFP®, Senior Associate Wealth Manager, was featured in a U.S. News [...]
Market Commentary 11/30/2025
By: Matt Garrott The S&P 500 squeaked out a small gain for November, up 0.25%, including dividends. The result was boring, but it was a [...]
Matt Garrott Quoted in World Finance Magazine
Director of Investment Research _Matthew Garrott was featured in World Finance Magazine’s winter issue discussing the birth [...]
No More Paper Tax Checks: What You Need To Know
By: Bess Brown Major changes were recently made to the way taxpayers are required to [...]
Dan Shomper Quoted in Investopedia
Resilience is essential in times of market uncertainty. In a recent Investopedia article, Senior Associate Wealth Manager [...]
Fairway Wealth Management Named to Forbes 2025 Top RIA Firms List
INDEPENDENCE, Ohio. (Oct. 6, 2025) – Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased [...]
Chris Martin Quoted in Barron’s
Executives may feel the pressure to exercise their stock options with equity markets near all-time highs. While [...]
Brian Tullio Quoted in Financial Advisor Magazine
For some taxpayers, changes in tax law can prompt a reevaluation of giving strategies. Thanks to the [...]