44 episodes

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.

Fairport Flash Fairport Wealth

    • Business
    • 5.0 • 3 Ratings

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.

    Fairport Flash: April 2024

    Fairport Flash: April 2024

    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 strategic plan, akin to running a business.

    • 11 min
    Fairport Flash: March 2024

    Fairport Flash: March 2024

    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 optimizing your retirement savings.

    • 15 min
    Fairport Flash - February 2024

    Fairport Flash - February 2024

    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 impact of Federal Reserve policies, and the evolving role of trade dynamics. Due to his often-accurate market predictions, Neil has been referred to as a “Top Economist” by Tom Keene and as an “Oracle of Wall Street” by Business Insider Magazine. 

    • 31 min
    Fairport Flash: Most Often-Asked Client Questions

    Fairport Flash: Most Often-Asked Client Questions

    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 possibility of a recession.

    • 20 min
    The Luma Wealth Intern Takeover: Navigating Stocks & Bonds

    The Luma Wealth Intern Takeover: Navigating Stocks & Bonds

    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.

    • 23 min
    Fairport Flash: August 2023

    Fairport Flash: August 2023

    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.

    • 34 min

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