Investments Archives

How Unintended Risk May Be Creeping Into Your Portfolio

By Fairman Group
on January 30, 2020

The stock and bond markets have had spectacular returns since the trough of the market on Christmas eve 2018. The stock market (S&P 500) is now up 44.7% and the bond market (Bloomberg Barclays US Aggregate Bond Index) is...

Meet Our New Team Members!

By Fairman Group
on August 14, 2019

Fairman Group Family Office is excited to welcome Jenna McNamee, Portfolio Strategist, and Holly Vining, Manager, to our team! Learn more about them and our recent promotions here.

Can I Live to 100 with Money to Spare?

By Fairman Group
on August 6, 2019

That goal sounds great; however, retirement and longevity planning can be difficult. While our future is filled with a host of unknowns (family needs, life span, capital market returns, inflation), they should never prevent you from creating a plan....

5 Sound Investment Fundamentals

By Fairman Group
on January 16, 2019

The return of volatility to the market is real and may cause investors to feel uncertain and fearful, compelling them to make portfolio changes. Do not overreact—staying the course may be your best strategy; however, this assumes you have...

Consider a Donor Advised Fund as Your Vehicle of Choice for Charitable Giving

By Fairman Group
on October 24, 2018

With the 2018 tax law changes, many individuals may find themselves no longer in a position to itemize deductions. If you have appreciated securities, held for longer than twelve months, donating them to the Donor Advised Fund (DAF) can...