Podcast: Episode 6 – Katie Sheehan Outlook for Equities 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.
Podcast: Episode 5 – Rick D’Amico Changing Fed Policy Expectations 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.
Minding Your Business Articles for Entrepreneurs & Those Who Serve Them Elite Wealth Planning – What It Is and Why It Matters A major driver behind today’s most successful and affluent business owners and entrepreneurs is often elite wealth planning. Elite wealth planning is distinct from the traditional, plain-vanilla financial planning everybody is familiar with. Before […]
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 […]
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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.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.