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, Winter 2018 Edition
One of the most overlooked benefits to having an advisor and an asset manager is their ability to help investors dampen the negative effects of both fear and greed during market cycles. We focus our time not only on security selection, but also on asset allocation: determining the appropriate exposure our clients should have to various asset classes. At Fragasso, we work to maintain a well-diversified portfolio, as we know we cannot time market peaks and troughs.
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.
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.
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.
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