As a Fragasso client, you have access to exclusive content including our quarterly Investment Outlook, which focuses on the markets and other industry insights, and is produced by our portfolio management team. If this is your first time accessing this content, you will be prompted for your client username and password.
Fragasso Quarterly Investment Outlook, November 2016
Fragasso Financial Advisors is pleased to share the analysis and decisions of our latest quarterly Investment Committee. While the presidential election has garnered much of the attention and media coverage, the portfolio management team has been busy at work. Our research led to a number of portfolio adjustments, as well as ongoing academic work, which forms critical signals for future adjustments and preparedness. With a spirited debate and critical thinking, we made a number of conclusions that focused on achieving our client’s goals.
The Advisor Magazine, Fall 2016 Edition
The newest edition of Fragasso’s magazine, The Advisor, is now available! The Fall Edition focuses on our nonprofit community and offers financial industry insights from the Fragasso team on topics including the particulars of 529 plans, the risk of being underinsured and more!
Fragasso Quarterly Investment Outlook, August 2016
Though the tone of this Investment Outlook will be a more somber one, the message is that of resilience. We want to continue our duty of care to you by providing valuable information on our current portfolio strategies so that you feel confident in your financial plan.
Fragasso Quarterly Investment Outlook, May 2016
In this edition, the portfolio management team looks back on the wild start to 2016 that rattled the nerves of many investors. The team considers what to expect for the remainder of the year. As always, we emphasize that through good and bad markets, maintaining a long-term focus on portfolio allocations will help you achieve your financial goals.
Fragasso Quarterly Investment Outlook, February 2016
At Fragasso we continuously strive towards excellence in portfolio research and analytics to help you achieve your goals. In this edition of the Investment Outlook, the portfolio management team takes a critical view of the recent volatility in the market and addresses the current challenges and opportunities for investors.
Fragasso Quarterly Investment Outlook, November 2014
Fragasso Portfolio Perspectives: Inside Municipal Bond Markets
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