Fairport Flash

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 children the importance of saving and giving, and her top two moments of her career.

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 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.

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 navigating today's ever-evolving financial landscape.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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!

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.

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.

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!

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.

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!