Fairport Flash: August 2024
Fairport Flash
In this latest episode, Fairport Women intern Brooke Davis sits down with , Fairport Wealth's Chairwoman Emerita, to discuss her decades-long career in the financial services industry, and her impact on women’s financial education and progress. Listen to the podcast below to learn more about Heather's legacy, including how she built trust with her clients, how she taught her children the importance of saving and giving, and her top two moments of her career.
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Fairport Flash: July 2024
Fairport Flash
In this latest episode, Fairport Wealth Advisor sits down with , Chief Behavioral Officer at Orion Advisor Solutions, to discuss behavioral finance, the meaning of wealth, and practical applications of behavioral science in financial advising.
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Fairport Flash: June 2024
Fairport Flash
Fairport Wealth Chicago Advisor and author of Rebuilding Home: A Blog for Widows, Deborah Feldman, sits down with Chief Marketing Officer to discuss the success of the blog and celebrate it's one year anniversary.
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Fairport Flash: May 2024 / Recession Watch and Market Insights with Joe Kalish
Fairport Flash
In this podcast episode, our Manager of Investments is joined by , Chief Global Macro Strategist for Ned Davis Research, for an exploration of the latest economic trends and market insights. From discussing the complexities of fixed income investments, to uncovering opportunities amidst geopolitical uncertainties, their conversation offers possible strategies for navigating today's ever-evolving financial landscape.
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Fairport Flash: April 2024
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.
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Fairport Flash: March 2024
Fairport 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.
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Fairport Flash - February 2024
Fairport 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...
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Fairport Flash - September 2023
Fairport 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.
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The Luma Wealth Intern Takeover: Navigating Stocks & Bonds
Fairport 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.
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Fairport Flash: August 2023
Fairport 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_outlineOur 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 Andrew Connors 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.