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 [...]
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 [...]
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 [...]
Brian Tullio Quoted in Forbes
The end of 2024 is quickly approaching, which means it’s time to start preparing for the upcoming [...]
Market Commentary 10/31/2024
By: Matt Garrott I started writing this commentary before the election, but held onto it [...]
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 [...]
Vince DiGiacomo Quoted in Financial Advisor Magazine
Converting leftover 529 funds to a Roth IRA can be a great way to pad retirement savings. [...]
Kristen Kuzma Quoted in GOBankingRates
According to a study by TransUnion, Gen Z makes less money than millennials did ten years ago [...]
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."