Fairvoy Private Wealth

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Fairvoy Private Wealth Charting your financial path begins with Fairvoy Private Wealth.

Fairvoy Private Wealth is an independent wealth management firm that delivers bespoke financial planning, personalized investment solutions and a tailored client experience.

10/16/2026

Medicare Open Enrollment runs from October 15 to December 7 each
year—a defined window to review your coverage and make updates if
needed.

This year, some Medicare enrollees may see changes involving prescription
drug coverage, provider networks, or out-of-pocket costs. That’s one reason it
may be worth taking a closer look before automatically renewing current
coverage.

Even a simple review of costs, prescriptions, and provider access can help
clarify whether current coverage still fits your needs heading into the new
year.

https://fairvoypw.com/medicare/medicare_introduction/

Sources:
Medicare.gov, 2026
Centers for Medicare & Medicaid Services, 2024


Are your beneficiary designations up to date across every account? It's a simple check that can prevent major complicati...
10/12/2026

Are your beneficiary designations up to date across every account? It's a simple check that can prevent major complications down the road.

Stay informed — join our list: https://fairvoypw.com/social_media_contact/

Q3 brought a mix of strong fundamentals and renewed market pressures. The S&P 500 gained 2.3% and reached a new all-time...
10/07/2026

Q3 brought a mix of strong fundamentals and renewed market pressures. The S&P 500 gained 2.3% and reached a new all-time high, supported by strong corporate earnings and resilient consumer and business activity. At the same time, rising oil prices, persistent inflation, and higher interest rates created headwinds for smaller companies and rate-sensitive areas of the market.

As we enter Q4, the key questions are whether economic growth and earnings can remain strong amid higher borrowing costs, and how the continued AI investment cycle will translate into productivity and profits. Through changing market conditions, diversification and long-term discipline remain important.

See our full Q3 recap and Q4 outlook here: https://fairvoypw.com/3q-2026-recap-4q-2026-outlook/

When did you last review your full financial picture, not just your accounts? A comprehensive view is where clarity begi...
10/05/2026

When did you last review your full financial picture, not just your accounts? A comprehensive view is where clarity begins.

Join our email list for more reflections like this: https://fairvoypw.com/social_media_contact/

Help us wish Stephen Davis a very Happy (early) Birthday! 🎂As Managing Partner, Founding Partner, and Senior Private Wea...
10/02/2026

Help us wish Stephen Davis a very Happy (early) Birthday! 🎂

As Managing Partner, Founding Partner, and Senior Private Wealth Advisor at Fairvoy Private Wealth, Stephen is an integral part of our team and the relationships we build with our clients. We appreciate his leadership, hard work, and the time and care he puts into serving our clients and helping our firm grow.

Today, we’re taking a moment to celebrate Stephen and all he contributes to Fairvoy. We hope he enjoys a fantastic birthday surrounded by the people who matter most, and we wish him continued happiness and success in the year ahead!

Happy Birthday, Stephen! 🎉

October is Breast Cancer Awareness Month.We take this time to honor the strength of those who have faced a diagnosis, su...
10/01/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters.

We stand with you.

A million dollars has long been the headline number for retirement. It is also close to useless as a planning target.Thi...
09/30/2026

A million dollars has long been the headline number for retirement. It is also close to useless as a planning target.

This article shows Birmingham families why your real number is the gap between what you plan to spend and what your guaranteed income provides. As our CEO, Stephen Davis puts it, "in many cases we find that individuals and couples underestimate what they will spend in retirement."

Inside, we cover:
- Why the $1 million benchmark leaves out Social Security, spending, and taxes
- A four-step method for finding your actual retirement number
- Why your spending assumption matters more than your return assumption
- How to structure your portfolio so a down market never forces you to sell
- How inflation, healthcare, and longevity reshape the math

Most people find their number is lower than they feared, and far more actionable. Run it early enough to act on it.
https://bit.ly/4xU57oq

09/29/2026

A 529 plan is a tax-advantaged education savings plan. Before choosing a plan, it's important to consider not only the state tax treatment but also any associated fees and expenses. Availability of a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws. If you make nonqualified distributions, earnings will be subject to income tax and a 10% federal penalty tax.

https://fairvoypw.com/education/



This material is for informational purposes only and is not a replacement for real-life advice. Consult your tax, legal, and accounting professionals if you are considering a 529 strategy.

Sources
Internal Revenue Service, January 30, 2026
Kiplinger, April 14, 2026
Forbes, May 25, 2026
Saving for College, April 30, 2026

Have you factored healthcare costs into your retirement plan? It's one of the most overlooked pieces of a comprehensive ...
09/28/2026

Have you factored healthcare costs into your retirement plan? It's one of the most overlooked pieces of a comprehensive retirement strategy.

Get monthly insights from our team: https://fairvoypw.com/social_media_contact/

Address

One Perimeter Park South, Suite 300 S
Birmingham, AL
35243

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 3:30pm

Telephone

+12055786250

Website

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