Podcast: Episode 4 – John Silvis Market and Economy Subscribe on Apple Podcast, Sticher, Google Play. Slidecast: Click the image above for a new and improved version of the slidecast (audio and visual) with key points, charts and pictures.
The yield curve has inverted for the first time since 2007 – So what? Now what? In this Fairport Flash Katie Sheehan, Manager of Investments, takes a step back and defines and discusses the three main factors that the Investment Team considers when determining investment strategy – spread of the U.S. Treasury yield curve, economic […]
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.
Two Fairport professionals have been promoted: David J. Bosak, CFP® to the role of Advisor and Michael J. Kalinoski to Senior Portfolio Administrator & Trader. David Bosak is a Certified Financial Planner with over 15 years of financial industry experience. He joined the firm in 2014 and became an Analyst soon after earning his CFP […]
Fairport proudly announces Merrick House as our 9th annual Community Beacon recipient. In keeping with our core pupose of Inspiring Families, we will provide meaningful resources to raise awareness and further the organization’s mission of helping individuals and families improve their lives. Merrick House offers programs and interconnected community support through its vibrant neighborhood […]
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them The Importance of Personal Umbrella Policies Savvy business owners regularly assess their company’s potential liabilities and risks. Unfortunately those same savvy business owners are largely unaware and rarely address a key component of their individual wealth protection plan – their personal umbrella policy. Ask yourself, […]
In the spirit of the season, we’re supporting our 2018 Community Beacon recipient, YWCA Greater Cleveland, with our time and treasure. Team members volunteered at YWCA events, most recently delivering donations, providing and serving lunch to homeless guests at the Norma Herr Women’s Center. It’s been a privilege to partner with the YWCA in their […]
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them The Value of Multigenerational Family Meetings Success and the wealth it creates can sow the seeds of its own destruction. As your wealth grows, so does the potential for that money to build walls, create conflicts and lead to poor financial decisions that can reduce […]
Thank you for your continued trust, loyalty and generous referrals. As always, we encourage you to share this newsletter with friends, family members and colleagues. Mid-Quarter Outlook as of November 16, 2018 John M. Silvis, CFA | Chief Investment Officer As we head into the home stretch of 2018 global equity markets remain bifurcated with […]
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them Insightful Questions That Can Ramp Up Your Success The most successful business owners consistently and systematically use an approach known as insightful questioning when they engage. Insightful questioning will: Enable you to be more effective at gathering important information. Facilitate rapport to create deeper levels […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
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