Fairman Financial Operations During COVID-19

We are committed to protecting the health and well-being of our staff, our clients and colleagues. Our physical office is closed, but we have deployed our work-from-home protocol. Our staff continues to work remotely to support our clients.

How Individual Taxpayers Can Benefit From PA Educational Tax Credits

Individual taxpayers can take advantage of educational tax credits on their Pennsylvania Individual Income Tax Returns through the use of a Special Purpose Entity (SPE). A SPE is a pass-through entity specifically set-up to aggregate contributions of donors and contribute the money to the qualified organizations. SPEs are set up by organizations that apply for and receive educational tax credits from the Commonwealth of Pennsylvania.

How Unintended Risk May Be Creeping Into Your Portfolio

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 up 9.6%. While investors have no doubt enjoyed these returns, they should be aware of the potential for an unintended, and potentially unwanted, consequence of strong markets.