Blog

The Fragasso Blog

Active Versus Passive Management: Solving the Debate

Posted by Daniel Dingus

Mar 19, 2015 6:00:00 AM

 

Debate topics can be political, informative, funny, social and economic. Many are controversial, heightening the level of seriousness, especially when discussing politics or one’s core value systems. But sometimes a debate is just senseless. Case in point, my middle school debate topic, “Should homework be banned?” was neither serious nor a part of my core value system. As suspected, my campaign to ban homework fell on deaf ears, regardless of how well I crafted my argument. In hindsight, the assignment was surely a playful jab by our teacher at an impossible grade school fantasy.

Read More

Topics: index managers, active vs passive funds, investment analyst

Last Minute Tips to Save on Taxes

Posted by Brianne King

Mar 12, 2015 6:30:00 AM

As the clock on tax day starts to wind down, many of us are still gathering all of our information to prepare our taxes to be filed. While the idea of having to write a check to the government frightens most, there are still a few easy steps that you can take to help reduce your 2014 taxes. Here are three simple ideas to consider before preparing your taxes this year.

Read More

Topics: Tax cuts, Financial Advisor, Taxes, accountant

Four Easy Steps Everyone Can Take To De-Stress Tax Season

Posted by Chuck Mattiucci

Feb 26, 2015 6:30:00 AM

Benjamin Franklin once said, “In this world, nothing can be said to be certain except death and taxes.” You’ll see the humor in my decision to keep this post upbeat when I chose to focus on the latter. Yes it is tax season and we are enduring all of the headaches that come with it. Tax time is stressful for many people, but by taking a few simple steps I think you can alleviate a lot of that stress.

Read More

Topics: Taxes

Swiss National Bank Drops Currency Peg – Just another headline?

Posted by Lisa Brignoni

Feb 13, 2015 8:48:59 AM

National Bank of Switzerland building in Bern

Read More

Topics: Economy, $1b, international markets, swiss bank, portfolio strategy

Financial Planning Tips From Our Forefathers

Posted by Brent Sutherland

Feb 5, 2015 9:55:00 AM


Junius Brutus Stearns [Public domain], via Wikimedia Commons

Read More

Topics: Financial Advisor, Financial Planning, savings, president

A look back on 2014 - The Year of Divergence (Part 2)

Posted by Daniel Dingus

Jan 15, 2015 6:30:00 AM

Last week we discussed the first half of 2014, The Year of Divergence.  This week we wrap things up with the second half of the year in part two.

In July 2014, anxiety around the global markets began to take hold and by the end of the month, the MSCI EAFE* was barely positive, up less than 1 percent as the S&P 500 index held on to most of its gains through the first seven months of the year. The divergence would heighten in coming months as investors worried that economies outside the U.S. remain tangled in their struggling markets. For some countries, a bitter world cup loss added salt to the wound.

Read More

Topics: 2014 year in review

A Look Back on 2014 - The Year of Divergence (Part 1)

Posted by Daniel Dingus

Jan 8, 2015 5:00:00 AM

 

It was not supposed to happen. Many thought that the equity markets would take a breather and the bond market would be equally hard. Investors worried that the equity markets would struggle to continue their climb and interest rates were set to rise. In some respects not all markets are created equal and while many large company U.S. stocks rose, smaller companies lagged and international markets were struggling. Most surprising was the decrease in interest rates, spurring another rally in bonds. Let’s take a look back at The Year of Divergence.
Read More

Topics: Economy, 2014 year in review

An Early Holiday Present, Lower Oil Prices

Posted by Lisa Brignoni

Dec 11, 2014 7:00:00 AM

photo credit: anonneymouse1 via photopin cc

Read More

Topics: oil, holidays, consumer spending

Understanding Annuities: Uses, Benefits and Cautions

Posted by Robert Fragasso

Dec 1, 2014 7:00:00 AM

 

Annuities can be a valuable wealth accumulation tool, but they are often misunderstood and improperly sold. Below is a simple breakdown of the uses, benefits and cautions to bear in mind with annuities. 

Read More

Topics: high net worth indv, retirement income, annuities,

Military Suicide and Financial Planning. What is the Connection?

Posted by Ray Amelio

Nov 5, 2014 9:49:17 AM

 

Read More

Topics: Financial Advisor, financial plan, veteran, military

Subscribe to Email Updates

Posts by Topic

see all