Fairport Flash
Our latest podcast discusses the concept of adopting an ownership mindset, particularly focusing on how business owners accumulate wealth and how individuals can apply similar strategies to their personal finances. Listen as Wealth Advisor highlights the risk-taking nature of business ownership and emphasizes the importance of setting clear financial goals and establishing a strategic plan, akin to running a business.
info_outline Fairport Flash: March 2024Fairport Flash
In this episode, explores the ins and outs of Roth IRAs, conversions, and traditional IRAs, shedding light on key strategies and recent tax law changes that could impact your financial future. From backdoor Roth contributions to situational Roth conversions and the allure of Mega Back Door Roths, Emily breaks down complex topics with clarity and offers practical insights for optimizing your retirement savings.
info_outline Fairport Flash - February 2024Fairport Flash
Our Investment Team sorts through the most recent economic news, investment data and industry research to share the information that’s most important to you! In this episode, Fairport Wealth Chief Investment Officer and our very special guest Head of Economic Research at Renaissance Macro Research, discuss the factors influencing current economic trends, the potential impact of Federal Reserve policies, and the evolving role of trade dynamics. Due to his often-accurate market predictions, Neil has been referred to as a “Top Economist” by Tom Keene and as an “Oracle of...
info_outline Fairport Flash - September 2023Fairport Flash
Our Investment Team sorts through the most recent economic news, investment data and industry research to share the information that's most important to you! In this episode, Portfolio Manager chats with Director of Wealth from our Princeton, New Jersey office. Together, they address the most-often asked questions we receive from clients regarding inflation, Fed policy and the possibility of a recession.
info_outline The Luma Wealth Intern Takeover: Navigating Stocks & BondsFairport Flash
It’s a total takeover! Luma Wealth intern hosted the Fairport Flash podcast to ask of the Fairport Wealth investment team thoughtful questions on stocks, bonds, and the value of a dollar.
info_outline Fairport Flash: August 2023Fairport Flash
Our Chief Investment Officer John Silvis is joined by Hightower's Head of Alternative Investments, Robert Picard to discuss what alternative investments are and how they can be utilized within your financial portfolio.
info_outline Fairport Flash: July 2023Fairport Flash
This month, Fairport Wealth Manager of Investments, Rick D’Amico, and Senior Portfolio Manager and Trader Mike Kalinoski discuss two things on the top of every investor's mind lately: inflation and the Federal Reserve.
info_outline Fairport Flash: May 2023Fairport Flash
This month, Fairport Wealth Chief Investment Officer John Silvis is joined by from Renaissance Macro Research to discuss the debt ceiling, and its effect on government policy, as well as the market.
info_outline Fairport Flash: April 2023Fairport Flash
In honor of Financial Literacy Month, Fairport Wealth Advisor Tyler Colton and Portfolio Manager Mac Muirhead are joined by Al DiFranco, the President of Junior Achievement of Greater Cleveland, to talk about the Junior Achievement Program and how we can help promote financial literacy in our city.
info_outline Fairport Flash - February 2023Fairport Flash
In this month's episode, Manager of Investments Rick D'Amico and Senior Portfolio Administrator and Trader Mike Kalinoski team up to discuss fixed income positioning, bonds vs bond mutual funds, and thrust indicators in the equity markets.
info_outlineOur Investment Team sorts through the most recent economic news, investment data and industry research to share the information that's most important to you...in under ten minutes!
Join Portfolio Manager, Jason Adams, as he takes a dive into the realm of Sustainable Investing--otherwise known as Environmental, Social, & Governance (ESG), and explains how you can align your investments with your values.