A monthly economic update powered by the Fairport Investment Team. Our team gathers the most recent news, data and research and distills it into the information most important to you. Fairport is a registered investment advisor, with roots dating back to 1963, that inspires families by providing c…
In this latest episode, Fairport Women intern Brooke Davis sits down with Heather Ettinger, 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.
In this latest episode, Fairport Wealth Advisor Aaron Nuti sits down with Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, to discuss behavioral finance, the meaning of wealth, and practical applications of behavioral science in financial advising.
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.
In this podcast episode, our Manager of Investments Rick D'Amico is joined by Joseph Kalish, 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.
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 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.
In this episode, Emily Shacklett 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.
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 John Silvis and our very special guest Neil Dutta, 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 Wall Street” by Business Insider Magazine.
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 Mac Muirhead chats with Director of Wealth Yu Oen 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.
It's a total takeover! Luma Wealth intern Kennedy Whitaker hosted the Fairport Flash podcast to ask Mac Muirhead of the Fairport Wealth investment team thoughtful questions on stocks, bonds, and the value of a dollar.
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.
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.
This month, Fairport Wealth Chief Investment Officer John Silvis is joined by Steve Pavlick from Renaissance Macro Research to discuss the debt ceiling, and its effect on government policy, as well as the market.
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.
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.
The Fairport Investment team looks back at their past thoughts and themes for 2022, and how their expectations compare to how the market actually performed. What did they get right, what did they get wrong? Listen to find out!
Join Wealth Advisor Dana Hastings as she asks Fairport Wealth Investment Team members John Silvis and Mike Kalinoski the hard-pressing questions at the top of clients' minds.
It's a total takeover! Luma Wealth interns Esther Ling and Maggie Chen host the Fairport Flash to ask Wealth Advisor Tyler Colton what teens and young adults need to know about taxes.
In this month's podcast, Portfolio Administrator Aaron Blasinsky sits down with Manager of Investments Rick D'Amico to discuss the Fed's ongoing battle with inflation, and the yield curve conversion. Be sure to follow us wherever you listen to your favorite podcasts and let us know what you think of the new format!
It's a total takeover! Luma Wealth interns Esther Ling and Maggie Chen host the Fairport Flash to ask Jason Adams of the Fairport Wealth investment team hard-hitting questions about ESG/Sustainable Investing.
Recession or no recession, that is the question. In this month's podcast, Portfolio Administrator Aaron Blasinsky sits down with Portfolio Manager Jason Adams to discuss the looming threat of a recession, and our risk-mitigation strategies, and what we can expect moving forward. Be sure to follow us wherever you listen to your favorite podcasts and let us know what you think of the new format!
In this month's podcast, Portfolio Administrator Aaron Blasinsky sits down with Chief Investment Officer John Silvis to discuss the current market inflation and Fed rate hikes, as well as address some of our most often-asked client questions.
Manager of Investments, Rick D'Amico, discusses the effects of the ongoing war on the U.S. economy, with spikes in oil prices, rise in inflation, and the strengthening of the dollar.
In this month's episode, Portfolio Manager Jason Adams takes a look at past inflationary periods to see how they could impact our investment outlook and decision-making process going forward.
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 about ten minutes! Join Manager of Investments, Rick D'Amico, as he discusses the latest policy changes that could have important ramifications for fixed income markets in 2022.
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 about ten minutes! In this month's episode, Portfolio Manager Jason Adams takes us through the Investment Team's predicted top three market and economic issues for 2022, including inflation, monetary policy, and of course, COVID-19. To find out why they ranked these issues as the top three, click to listen to the podcast.
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 about ten minutes! Join Manager of Investments, Rick D'Amico, as he reveals the key takeaways from the Federal Open Market Committee's September 21st meeting, and how their decisions may affect your portfolio in the months to come.
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 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.
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 under ten minutes! Join Rick D'Amico, Manager of Investments at Fairport Wealth, as he discusses what Liquid Alternative Investments are, their potential benefits, and how we utilize them in client portfolios at Fairport Wealth.
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 under ten minutes! Join our newest Portfolio Manager, Jason Adams, as he takes you back in time to the 1920's and answers the enigmatic question: Will the 2020's becoming the "Roaring Twenties 2.0?"
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 under ten minutes! Join Chief Investment Officer John Silvis as he discuss the current trends of 2021 and the equity market.
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 under ten minutes! Join Rick D'Amico, Manager of Investments at Fairport Wealth, as he discusses the current trend in yields, as it relates to both short, and long-term interest rates, as well as the state of the fixed income markets for 2021.
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 under ten minutes! Join Rick D'Amico, Manager of Investments at Fairport Wealth, as he discusses the positive developments we’ve seen in both the economy and equity markets over the last few weeks.
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 under ten minutes! Join Rick D'Amico, Manager of Investments at Fairport Wealth, as he discusses the current low-yield environment, addressing questions from both our clients AND advisors.
Join Portfolio Manager Katie Sheehan as she takes you through an update on the Impact Investing market with a refresher on what impact investing is, how impact investing has performed in the current environment, as well as trends and outlooks.
The April edition of the Fairport Flash is now available! 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 under ten minutes! Join Manager of Investments Rick D'Amico as he gives you our current thoughts on the equity market and discusses the potential long-term ramifications that the COVID-19 pandemic could have on interest rates over the next several years.
Episode 14 – Silvis and Stetz: Wealth & Wellness in the Time of Coronavirus A special edition of the March Fairport Flash is now available! Chief Investment Officer John Silvis and Chief Operating Officer Paul Stetz team up to answer the most frequently asked client questions from the past few days, describe the ways in which we're taking care of your wealth, and suggest some ways you can take care of your wellness.
The February edition of the Fairport Flash is now available! 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 under ten minutes! Join Portfolio Manager Katie Sheehan as she takes a look at some of the charts we LOVE.
Join Chief Investment Officer John Silvis as he looks back on the trends of 2019 and discusses some of our top themes for 2020.
The December Fairport Flash is available now! 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 under ten minutes! Join Rick D'Amico, Manager of Investments, as he discusses the avalanche of macro and policy news that’s hit the markets over the past week, as well as some of the factors helping to shape our economic and market outlook as we head into 2020.
Fairport Wealth Chief Investment Officer John Silvis shares our current views on the markets and economy as we head into the end of the year.
In the spirit of the season, Portfolio Manager Katie Sheehan provides a special Halloween edition of Fairport Flash. Learn what we think the equity market’s tricks and treats are and how they may impact markets as we close out 2019!
Manager of Investments Rick D'Amico discusses the recent gyrations in the treasury market, the implications of the large amount of negative yielding debt across the globe and our expectations for Federal Reserve policy for the remainder of 2019.
Chief Investment Officer John Silvis discusses the capital markets. Listen for Fairport's perspective on recent volatility, economic expansion and why we continue to believe that equities are attractive.
Portfolio Manager Katie Sheehan shares Fairport's perspective on anticipated tailwinds in the second half of 2019, items to keep an eye on and what it could all mean for the equity market.
In March, Manager of Investments Rick D'Amico discussed how the Fed, in Chairman Powell’s words, had adopted a much more “patient approach.” Since then, market expectations for Fed policy have changed significantly. Learn what factors have contributed to the likelihood of two rates cuts in 2019.
Chief Investment Officer John Silvis discusses our preference for cyclical equities, the impact of China tariffs and client interest in the upcoming Presidential election cycle.
The yield curve has inverted for the first time since 2007. So what? To help answer this question for investors, Portfolio Manager Katie Sheehan takes a step back and defines and discusses U.S. Treasury yield curve spread and its role as one of the three main decision-making factors in Fairport's investment strategy.
Manager of Investments Rick D'Amico focuses on fixed income - the factors that have influenced interest rates, fixed income returns and our outlook going forward.
John Silvis, Chief Investment Officer, shares Fairport’s 2019 outlook: continued volatility, positive returns for U.S. equities, no recession, attractive valuations and shift in monetary policy.