Fairport Wealth
Fairport Flash
A monthly economic update powered by the Fairport Investment Team. Our team gathers the most recent news, data and research and distills it into the information most important to you. With roots dating back to 1963, Fairport Wealth INSPIRES FAMILIES by providing comprehensive wealth management solutions. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value professional, yet approachable style.
Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.fairportwealth.com
Autor
Fairport Wealth
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Strona podcastu
Ostatni odcinek
26 sie 2024
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Odcinki
Fairport Flash: August 2024 26.08.2024 29:12
In this latest episode, Fairport Women intern Brooke Davis sits down with Heather Ettinger , Fairport Wealth's Chairwoman Emerita, to discuss her decades-long career in the financial services industry, and her impact on women's financial education and progress. Listen to the podcast below to learn more about Heather's legacy, including how she built trust with her clients, how she taught her child...
Fairport Flash: July 2024 31.07.2024 36:16
In this latest episode, Fairport Wealth Advisor Aaron Nuti sits down with Dr. Daniel Crosby , Chief Behavioral Officer at Orion Advisor Solutions, to discuss behavioral finance, the meaning of wealth, and practical applications of behavioral science in financial advising.
Fairport Flash: June 2024 21.06.2024 31:18
Fairport Wealth Chicago Advisor and author of Rebuilding Home: A Blog for Widows, Deborah Feldman, sits down with Chief Marketing Officer to discuss the success of the blog and celebrate it's one year anniversary.
Fairport Flash: May 2024 / Recession Watch and Market Insights with Joe Kalish 20.05.2024 27:00
In this podcast episode, our Manager of Investments Rick D'Amico is joined by Joseph Kalish , Chief Global Macro Strategist for Ned Davis Research, for an exploration of the latest economic trends and market insights. From discussing the complexities of fixed income investments, to uncovering opportunities amidst geopolitical uncertainties, their conversation offers possible strategies for navigat...
Fairport Flash: April 2024 16.04.2024 11:29
Our latest podcast discusses the concept of adopting an ownership mindset, particularly focusing on how business owners accumulate wealth and how individuals can apply similar strategies to their personal finances. Listen as Wealth Advisor Andrew Connors highlights the risk-taking nature of business ownership and emphasizes the importance of setting clear financial goals and establishing a strateg...
Fairport Flash: March 2024 14.03.2024 15:23
In this episode, Emily Shacklett explores the ins and outs of Roth IRAs, conversions, and traditional IRAs, shedding light on key strategies and recent tax law changes that could impact your financial future. From backdoor Roth contributions to situational Roth conversions and the allure of Mega Back Door Roths, Emily breaks down complex topics with clarity and offers practical insights for optimi...
Fairport Flash - February 2024 14.02.2024 31:48
Our Investment Team sorts through the most recent economic news, investment data and industry research to share the information that's most important to you! In this episode, Fairport Wealth Chief Investment Officer John Silvis and our very special guest Neil Dutta, Head of Economic Research at Renaissance Macro Research, discuss the factors influencing current economic trends, the potential im...
Fairport Flash - September 2023 02.10.2023 20:08
Our Investment Team sorts through the most recent economic news, investment data and industry research to share the information that's most important to you! In this episode, Portfolio Manager Mac Muirhead chats with Director of Wealth Yu Oen from our Princeton, New Jersey office. Together, they address the most-often asked questions we receive from clients regarding inflation, Fed policy and the...
The Luma Wealth Intern Takeover: Navigating Stocks & Bonds 14.08.2023 23:13
It's a total takeover! Luma Wealth intern Kennedy Whitaker hosted the Fairport Flash podcast to ask Mac Muirhead of the Fairport Wealth investment team thoughtful questions on stocks, bonds, and the value of a dollar.
Fairport Flash: August 2023 02.08.2023 34:01
Our Chief Investment Officer John Silvis is joined by Hightower's Head of Alternative Investments, Robert Picard to discuss what alternative investments are and how they can be utilized within your financial portfolio.
Fairport Flash: July 2023 12.07.2023 12:32
This month, Fairport Wealth Manager of Investments, Rick D'Amico, and Senior Portfolio Manager and Trader Mike Kalinoski discuss two things on the top of every investor's mind lately: inflation and the Federal Reserve.
Fairport Flash: May 2023 22.05.2023 24:09
This month, Fairport Wealth Chief Investment Officer John Silvis is joined by Steve Pavlick from Renaissance Macro Research to discuss the debt ceiling, and its effect on government policy, as well as the market.
Fairport Flash: April 2023 03.04.2023 28:27
In honor of Financial Literacy Month, Fairport Wealth Advisor Tyler Colton and Portfolio Manager Mac Muirhead are joined by Al DiFranco, the President of Junior Achievement of Greater Cleveland, to talk about the Junior Achievement Program and how we can help promote financial literacy in our city.
Fairport Flash - February 2023 28.02.2023 10:40
In this month's episode, Manager of Investments Rick D'Amico and Senior Portfolio Administrator and Trader Mike Kalinoski team up to discuss fixed income positioning, bonds vs bond mutual funds, and thrust indicators in the equity markets.
The Year in Review 29.12.2022 27:33
The Fairport Investment team looks back at their past thoughts and themes for 2022, and how their expectations compare to how the market actually performed. What did they get right, what did they get wrong? Listen to find out!
November 2022 Most Often Asked Client Questions 28.11.2022 24:40
Join Wealth Advisor Dana Hastings as she asks Fairport Wealth Investment Team members John Silvis and Mike Kalinoski the hard-pressing questions at the top of clients' minds.
The Luma Wealth Intern Takeover: Taxes 101 19.08.2022 19:15
It's a total takeover! Luma Wealth interns Esther Ling and Maggie Chen host the Fairport Flash to ask Wealth Advisor Tyler Colton what teens and young adults need to know about taxes.
Yield Curve Inversions and the Fed's Ongoing Battle with Inflation 17.08.2022 14:34
In this month's podcast, Portfolio Administrator Aaron Blasinsky sits down with Manager of Investments Rick D'Amico to discuss the Fed's ongoing battle with inflation, and the yield curve inversion. Be sure to follow us wherever you listen to your favorite podcasts and let us know what you think of the new format!
The Luma Wealth Intern Takeover: What is ESG? 10.08.2022 18:00
It's a total takeover! Luma Wealth interns Esther Ling and Maggie Chen host the Fairport Flash to ask Jason Adams of the Fairport Wealth investment team hard-hitting questions about ESG/Sustainable Investing.
Fairport Flash - June 2022 13.06.2022 21:53
Recession or no recession, that is the question. In this month's podcast, Portfolio Administrator Aaron Blasinsky sits down with Portfolio Manager Jason Adams to discuss the looming threat of a recession, and our risk-mitigation strategies, and what we can expect moving forward. Be sure to follow us wherever you listen to your favorite podcasts and let us know what you think of the new format!
Fairport Flash - May 2022 17.05.2022 24:47
In this month's podcast, Portfolio Administrator Aaron Blasinsky sits down with Chief Investment Officer John Silvis to discuss the current market inflation and Fed rate hikes, as well as address some of our most often-asked client questions.
Fairport Flash - February 2022 24.02.2022 17:52
In this month's episode, Portfolio Manager Jason Adams takes a look at past inflationary periods to see how they could impact our investment outlook and decision-making process going forward.
Fairport Flash - December 2021 30.12.2021 9:35
Our Investment Team sorts through the most recent economic news, investment data and industry research to share the information that's most important to you...in about ten minutes! Join Manager of Investments, Rick D'Amico, as he discusses the latest policy changes that could have important ramifications for fixed income markets in 2022.
Fairport Flash - November 2021 19.11.2021 11:47
Our Investment Team sorts through the most recent economic news, investment data and industry research to share the information that's most important to you...in about ten minutes! In this month's episode, Portfolio Manager Jason Adams takes us through the Investment Team's predicted top three market and economic issues for 2022, including inflation, monetary policy, and of course, COVID-19. To fi...
Fairport Flash - September 2021 28.09.2021 9:02
Our Investment Team sorts through the most recent economic news, investment data and industry research to share the information that's most important to you...in about ten minutes! Join Manager of Investments, Rick D'Amico, as he reveals the key takeaways from the Federal Open Market Committee's September 21st meeting, and how their decisions may affect your portfolio in the months to come.
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