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 the ‘mix’ of stocks, bonds, and other assets owned. This mix, called asset allocation, is vital to the success or failure of your investment plan.
Fairman Group Family Office is proud to announce the addition of six new members of our team. This team provides an array of financial services to manage the responsibility of both complex and routine financial affairs, including cash flow management and scheduled account distributions, tax projections, return preparation, and disbursements. These personal and technical tasks are in capable hands with our growing team of professionals.
The House has passed the Build Back Better Plan. The Bill now goes to the Senate, where additional compromises and changes could be made. Here are the Plan’s tax provisions and how they could affect you.
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 each client’s unique situation. We also provide ongoing independent supervision, monitoring, investment screening, detailed performance reporting and tax-sensitive rebalancing recommendations.
Investment advisory services are offered through The Fairman Group, LLC. The Fairman Group, LLC is registered with the Securities and Exchange Commission under Section 203(c) of the Investment Advisers Act of 1940.
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