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Industry Insights from
the Fragasso team
Our magazine, The Advisor, offers financial industry insights on such topics as taxes, retirement and estate planning.
Fragasso has embarked upon hosting our own radio show, which shares the same name as our magazine – The Advisor. The Advisor is a one-hour weekly radio show which airs Sunday mornings from 8:00 – 9:00 am on Q92.9 FM. Bob Fragasso will host the show alongside co-host and financial advisor, Michael Fertig.
The purpose of the show is to provide impactful discussions on financial planning topics and insights into the investment industry. We’ll touch upon specialized topics, too, such as retirement planning, college planning and long term care planning to name a few. The Advisor’s format also includes guest speakers from the Fragasso team, as well as, economists, successful business owners and entrepreneurs.
Chairman and Chief Executive Officer
With more than four decades of experience in the investment management and financial planning fields, Bob leads Fragasso Financial Advisors as chairman and chief executive officer.
Michael has been in the investment industry for over 20 years. He works at Fragasso as a financial advisor, managing and monitoring client investment portfolios.
Stay and Visit!
You have free access to other exclusive tools and resources curated at fragassoadvisors.com
If you navigate to our website resource center, you will find informational white papers, educational videos, our most recent news and FAQs. You can get timely information from our financial advisors and portfolio managers through our blog, which is updated several times each month. In our News section you will find local and national media posts that include interviews and quotes from Fragasso Financial Advisors management and staff.
Don’t forget to connect with us on social media for our latest news!
Pet of the Week
Fragasso Financial Advisors is happy to feature the Animal Friends Pet of the Week on each of our radio broadcasts.
To learn more about the adoptable pets at Animal Friends, visit Animal Friends at www.thinkingoutsidethecage.org
Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Robert Fragasso was named as a 2015, 2016 and 2017 Barron’s Top Advisor. The Barron’s award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.
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