What are the Tax Planning Benefits of Qualified Charitable Distributions and Roth Conversions?
A Qualified Charitable Distribution (QCD) is an otherwise taxable distribution from an IRA owned by an...
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When you look to tomorrow, what do you see? At Fragasso, we will help you reach the tomorrow you want to create. With advice that is personalized and objective, our mission is to guide you through financial complexities so that you can have the peace of mind to pursue your life’s aspirations.
what we offerEach of our clients has a dedicated team of financial professionals – focused on your goals, challenges and progress. Working together with our in-house portfolio management team, you will receive seamless investment management.
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The Debt Ceiling Debate and You
On January 19th, 2023, the United States Government hit the debt ceiling, which in a nutshell,...
3 Considerations for Life Insurance Policies After the Loss of a Loved One
If you’ve just lost your spouse, you’re likely dealing with one of the most difficult times...
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It’s all about the people. We are in this business to help you, and our team genuinely cares about the results we produce. Our culture is one based on collaboration, trust, and transparency.
Weekly financial planning meeting where employees have the opportunity to weigh-in on investment recommendations for future clients.
Robert Fragasso celebrating 50 years of excellence in his career with close friends, family and co-workers at the downtown Pittsburgh Duquesne Club.
Fragasso’s Investment Committee at their quarterly meeting. This committee discusses market trends, current investment outlook, portfolio construction, implementation, and issues on clients’ minds. The Fragasso Investment Committee is comprised of the portfolio management team and several financial advisors.
In conjunction with Animal Friends, Fragasso Financial Advisors sponsored a mobile pet clinic for the residents of local communities. This overwhelming successful event resulted in vaccinating 129 animals, providing over 230 vaccines, distributing approximately 564 pounds of pet food, as well as hundreds of dog toys, harnesses, leashes, and collars, all completely free to the community. In addition, some animals were in need of medical intervention and others in need of spaying/neutering.