FairWay Financial

FairWay Financial Financial planning and wealth management firm based in Matthews, NC

Our Mission: "To provide confidence to achieve goals and ambitions to those we serve through leadership, mutual trust, and character in action."

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
08/25/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

Great performance comparison between the S&P 500 and a diversified portfolio. Which option is more appealing?
07/28/2026

Great performance comparison between the S&P 500 and a diversified portfolio.
Which option is more appealing?

Quarterly Market Review and OutlookGlobal equity markets surged higher in Q2, staging an historic and broad-based rally....
07/21/2026

Quarterly Market Review and Outlook

Global equity markets surged higher in Q2, staging an historic and broad-based rally.

What drove the historic rally in stock prices and what should investors be watching in the second half of the year?

Chief Investment Officer Peter Murphy shares a global economic and ...

Do you have children born after the beginning of 2025? You may be eligible to receive $1,000 from the U.S. government wh...
07/06/2026

Do you have children born after the beginning of 2025? You may be eligible to receive $1,000 from the U.S. government when opening a Trump account!

Travel can feel very different once time is no longer tightly scheduled. For many, it becomes less about fitting a trip ...
05/26/2026

Travel can feel very different once time is no longer tightly scheduled.

For many, it becomes less about fitting a trip into the calendar and more about deciding how they want to spend their time. Whether that means staying longer, traveling more often, or bringing family along, those choices often reflect years of thoughtful decisions.

It may be worth revisiting how travel fits into your overall approach—especially as priorities continue to evolve. Reach out to your financial professional to discuss how your strategy can support the adventures you've earned.

Quarterly Market Review and OutlookIt was a tale of two markets for investors during the first quarter. After a relative...
04/16/2026

Quarterly Market Review and Outlook

It was a tale of two markets for investors during the first quarter. After a relatively uneventful start to the year, the global economy and financial markets were disrupted by yet another geopolitical shock.

Continue reading → https://bit.ly/4sNPv3q

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have thei...
03/20/2026

April 15 is only 25 days away! Just a friendly reminder that Tax Day is just around the corner. While many may have their ducks in a row, tax-wise, today is a good time to connect with your tax professionals to confirm you've met all the deadlines or make any necessary arrangements!

03/04/2026

Address

2409-B Plantation Center Drive
Matthews, NC
28105

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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