2023 Year-End Planning Checklist
THIS HAS BEEN ANOTHER YEAR OF UNCERTAINTY IN CURRENT EVENTS AND IN U.S. FINANCIAL MARKETS. ONE THING THAT REMAINS TRUE AND STEADFAST IS THE OBLIGATION … Read More
Congratulations Fairman Financial Employees
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.
Estate Planning Strategies for 2023
THIS COULD BE AN OPPORTUNE TIME TO CONSIDER TRANSFERRING WEALTH TO FUTURE GENERATIONS—BY TRANSFERRING ASSETS (AT LOWER VALUES) PRIOR TO SCHEDULED LAW CHANGES. As the … Read More
Welcome Our New Team Members – December 2022
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.
