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Q&A with a CDFA® (Certified Divorce Financial Analyst)

Read our latest interview with Mallory Labik, our in-house CDFA®. This blog reviews the importance of speaking to a CDFA® before or during a divorce. Learn about how working with a CDFA® and a divorce lawyer has many advantages. Read more

Trade Wars

  Trade Wars Q & A   Q) What’s happening and who’s involved? A) Even preceding his time on the campaign trail, Trump has long… Read more Read more

Tax Benefits and Retirement Plans

Tax Benefits and Retirement Plans With all of the talk today about tax reform, I am still surprised that the majority of people I talk… Read more Read more

Taxes and Your Board of Directors

Taxes and Your Board of Directors Tax time has a way of making us resolve to save taxes going forward. But that inclination feels a… Read more Read more

Estate Plans: A Part Of Your Financial Health

Estate Plans: A Part Of Your Financial Health Estate plans are not a simple “set it and forget it” set of documents. It needs to… Read more Read more

How can the new Tax Laws work for you?

On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, which has been the most significant tax reform we have seen in over 30 years. Read more

Life Insurance & the Client Experience

We, at Fragasso Financial Advisors, have been solidifying our client experience over the last half of 2017. Through that process, we have identified one of the most important components of your Dynamic Wealth Plan: life insurance. Read more

Financial Planning Mistakes in Divorce

Major life changes, such as marriage, divorce and widowhood are considered among the most stressful to endure. Who has the presence of mind to deal with their finances when emotions are in turmoil? Proper planning and guidance can have a major impact. This is why I have put together a list of ten of the most common financial mistakes to avoid. Read more

Shape Up Your Retirement Plan Savings

A common goal that can be easily forgotten about is getting our retirement savings in better shape. Retirement accounts through our employer can be one of the most attractive way to save, and while employer sponsored plans have long been a main source of retirement income for many workers over time, the retirement landscape has shifted. Read more

2017 Part Two: A Look Back

In part two of his blog, Daniel continues his assessment of the global discord and the markets that continue to push higher. From the ever dangerous global political tensions to the rise of “Crypto-Currency”, 2017 was never short of interesting, albeit sometime sad news. While news headlines are meant to be attention grabbing, sometimes lost in the back-pages was the global equity market’s continued ascension. Read more

2017 Part One: A Look Back

In our latest blog, we take a look back at the financial developments in the first two quarters of 2017. Join us as we dive into the key global news stories and the correlating shifts in the markets. Read more

Where do we stand?

“We may not know where we’re going, but we sure as heck ought to know where we stand” is an oft-uttered refrain from the legendary investor Howard Marks. In this blog, Michael Godwin, manager of portfolio strategy, walks us through Marks' six options for investing in a low-return world and also discusses economic growth, the “hated rally”, interest rates and more! Read more

The Client Experience

The Client Experience The term “The Client Experience” is a trendy phrase. You hear this phrase in all industries, such as coffee shops, car dealerships,… Read more Read more

School Is In Session

School Is In Session School is back in session! No matter what age your child may be, it is never too early to start planning… Read more Read more

Consensus Trades

Consensus Trades No matter how logical the original prediction was, consensus trades often seem to end up being unprofitable. One has to ask, how can… Read more Read more

The No.1 Rule of Teaching Kids About Saving: Start Early

The first thing my 9-year-old son does when he gets birthday or Christmas money is jump on Amazon or leaf through toy catalogues to see… Read more Read more