Fairvoy Private Wealth

After a strong start to 2025, markets have pulled back, with the S&P 500 and Nasdaq 100 seeing notable declines. Several factors, including a shift in momentum stocks and high investor exposure, are driving this volatility. While the short-term outlook may seem uncertain, broader economic indicators suggest stability. Dive into our March Chart of the Month for further insights: https://bit.ly/41ZPQo0

Smart financial planning is the real treasure! This St. Patrick’s Day, take steps to secure your financial future—because luck is good, but strategy is better. ?? #FinancialFreedom #PotOfGold

This past weekend, we celebrated International Women’s Day, honoring the women who drive change and make a lasting impact in our industry. A special thank you to the incredible women of Fairvoy Private Wealth Ashley Davis, CPA?, CRPC? Claudia Johnston, Alma Maric, Macy Christian Beasley, Ashley Burt—your dedication, expertise, and leadership shape the future of wealth management every day. #InternationalWomensDay #WomenInFinance #FairvoyPrivateWealth

It’s that time of year again—Daylight Saving Time starts this Sunday! ? Don’t forget to set your clocks forward one hour before bed on Saturday night. Longer days and extra sunlight are on the way! It’s also a great time to: ?? Check your smoke alarms ?? Reset household clocks ?? Enjoy the extra evening daylight! Who’s ready for more sunshine? Let us know in the comments! ??

If you’re thinking about enrolling in or making changes to a Medicare Advantage plan, time is running out! The General Enrollment Period ends March 31, so now is the time to review your options. ?? What Can You Do During Open Enrollment? ?? Make changes to your current plan ?? Switch back to Original Medicare ?? Confirm or update your coverage ?? Review plan benefits to ensure they still meet your needs For more information on Medicare Advantage go to: Medicare.gov.

Are you ready for tax season? We provide clear strategic planning—from optimizing retirement contributions to tax-efficient strategies—can make all the difference. A proactive approach helps you: ? Minimize your tax burden ? Maximize savings ? Avoid last-minute stress Explore more of our insights and stay in the know of key dates this tax season: https://bit.ly/4igVfxI #TaxPlanning #WealthManagement #FinancialPlanning #RetirementPlanning #TaxSeason #FinancialGoals #FairvoyPrivateWealth

In a recent feature by Vestavia Voice, Stephen Davis, CFP?, ChFC?, APMA?, Founding and Managing Partner of Fairvoy Private Wealth, discusses his career and community involvement as president of the Vestavia Hills Lions Club. He highlights his focus on client-centered financial planning and the importance of giving back to his local community. To learn more about Stephen and his inspiring work, read the full article here: https://lnkd.in/eBfY6amY #FinancialAdvisor #FinancialPlanning #WealthManagement #VestaviaHills #Birmingham #Alabama #Community #RIA #Fairvoy #FairvoyPrivateWealth

?? Please note: Our offices will be closed on Monday, February 17th, in observance of the holiday. We look forward to assisting you when we return. #PresidentsDay

?? A Perfect Pair: Love & Financial Security ?? This Valentine's Day, we’re reminded that some things are just better together—like long-term goals & smart financial planning. Whether you're building a future with a partner or securing your own financial independence, a strong plan is the foundation of lasting peace of mind. Happy Valentine's Day!

Our solutions and approach extend far beyond conventional wealth management. From wealth planning to retirement solutions to cash flow optimization, we design a plan with your specific needs in mind. Our unwavering commitment to educating and supporting our clients truly sets us apart. Learn more about us: https://fairvoypw.com/