HomeClient-Only Content

Client-Only Content

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.

The Advisor Magazine, Fall 2017 Edition

The newest edition of Fragasso’s magazine, The Advisor, is now available!

Fragasso Quarterly Investment Outlook, November 2017

Fragasso Financial Advisors is pleased to share the analysis and decisions of our latest Investment Committee.

Read full content

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.

Read full content

The Advisor Magazine, Spring 2016 Edition

Our newsletter had a makeover! The NEW Fragasso Magazine, The Advisor, offers financial industry insights from the Fragasso team on such topics as taxes, retirement and estate planning.

Read full content

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.

Read full content

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.

Read full content

Fragasso Quarterly Investment Outlook, May 2015

In this Investment Outlook we discuss how team structure benefits our clients in the construction of their portfolios.  We also revisit the differences between active and passive management

Read full content

Fragasso Quarterly Investment Outlook, February 2015

In this Investment Outlook we take a look at the benefits of combining active and passive strategies in your portfolio, as well as the main investment themes for 2015.

Read full content

Fragasso Quarterly Investment Outlook, November 2014

In this Investment Outlook we address the current market volatility and three investment themes for the upcoming year: the re-emergence of U.S. manufacturing, international opportunities and rising risk in interest rate sensitive investments.

Read full content

Community Steward, November 2014

Fragasso Portfolio Perspectives: Inside Municipal Bond Markets

In this Investment Outlook we discuss how team structure benefits our clients in the construction of their portfolios.  We also revisit the differences between active and passive management 

Read full content

Would you like someone from your team to contact you?

Do you have a question? Please submit your name and e-mail address below. A member of your team will be in touch with you soon.

Please complete this mandatory field.
Please complete this mandatory field.