The Asset Allocation Balancing Act: To Reduce Risk, Increase Diversification
You see and hear it everywhere: “Individual stock or fund performance is the most important element of investing.” To us, this approach is counterproductive to long-term financial success because study after study has concluded that the critical factor is...
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Fairman Group Welcomes New Employees to Its Investment Advisory Team
Our Investment Advisory Team is proud to announce the addition of three new members who will become part of our integrated and personalized approach to how we serve our clients. As a team, we build customized portfolios tailored to...
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Growth Versus Value—A Balancing Act, Not an All or Nothing Approach
Over the last decade, there hasn't been much to complain about when it comes to equity performance. Even after the sharp decline seen in financial markets earlier this year, equity indices have rebounded with strength and now sit at...
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Our 2020 Year-End Planning Checklist for Uncertain Times
One adjective that describes this year is ‘uncertain’. Regardless of what the future brings, proactive year-end planning is always essential. Here is a checklist of things to consider before the end of 2020.
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Benefiting From Historically Low Mortgage Rates
If you have not given serious thought to refinancing or analyzing how borrowing at low rates may benefit your broader financial situation, now is the time. Many financial rates are at historic lows due to current conditions, market instability...
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