Q2 2025
Second quarter 2025: on reading the news less
Three questions to ask before any headline changes your plan.
This letter goes to every Fairwood client each quarter. It explains what we did in your accounts and why, in plain words, and what we would like you to do before the next review.
Nothing here is a prediction. We do not know what markets will do next quarter, and your plan does not depend on it. It depends on your spending, your taxes and the order you draw from your accounts, which is where we spend our time.
If anything in your life has changed since your last review, reply to this letter or call the office. Your advisor will set a time to talk within the week.
Claire Hollis, CFP®, for the Fairwood team
Talk to an advisor before you decide anything
A 30 minute call with a CFP professional. Bring one question about retirement, taxes or an old 401(k). There is no charge, and we will tell you if we are not the right fit.
Fee-only financial planning and investment management for families and business owners.
214 Monroe Street, Madison, Wisconsin 53711
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this site is an offer to buy or sell a security or personal advice for your situation. Investing involves risk, including the loss of principal. Projections are hypothetical, are not guarantees and do not reflect actual results. Read our Form ADV Part 2A and Form CRS on the disclosures page before you hire us.
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Fairwood