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Fragasso Blog Posts

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Don’t Ignore the Signs: A Foresight into Economic Recovery

We receive questions regarding economic and market risks going forward and the following thoughts are offered. No one can see the future, but the past… Read more

Reacting to Volatility

It’s not news to anyone that the first half of 2020 has been marked by extreme volatility. Of course, I am referencing stock market volatility;… Read more

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Behavioral Finance: Why and How to Avoid Emotional Investment Decision-Making

What is driving your financial decisions? Is it getting in the way of good results? To set the stage for a solid understanding of how… Read more

Five Tips if You’ve Just Lost Your Spouse

The loss of a spouse can be your most challenging transition in a lifetime. Not only are you grieving the loss of your loved one,… Read more

Q & A with a CPWA® (Certified Private Wealth Advisor®)

The Certified Private Wealth Advisor® (CPWA®) designation is an advanced education and certification program for financial planners and financial advisors who work with high net… Read more

Required Minimum Distribution Waived For 2020

Required Minimum Distribution Waived For 2020 The CARES (Coronavirus Aide, Relief and Economic Security) ACT has been passed by the Senate and House this past… Read more

The Impact of the Coronavirus on Your Retirement Plan

The coronavirus pandemic has had significant and ongoing impacts on the economy. Many businesses are feeling the effects and are looking for ways to continue… Read more

The Life Stages of Insurance

As we start a new year and a new decade, it’s time to begin spring cleaning and wipe the dust of your insurance policies. Insurance… Read more

The Buzz on ESG Investing

Socially responsible investing and “impact investing” are a growing phenomenon among investors. Such investments attempt to balance financial results with “ESG” (environmental, social and governance)… Read more

Electing a 2020 Portfolio

As the 2020 election approaches, we have been spending a lot of time discussing portfolio positioning. But historical evidence shows that political opinions are not… Read more

2020: The Year of the ‘SECURE Act’

After being passed by the House last summer and some hesitation by the Senate, the “SECURE Act” was signed into law at the end of… Read more

Fragasso’s Decade in Review – The 2010s

Many news outlets do a “Decade in Review” piece at the turn of a new decade and, not surprisingly the most talked about topics in… Read more

A look back on 2019, Part 2

The Year of Market Ascension-Part 2   July The U.S. women’s national soccer team secured the 2019 Women’s World Cup on July 7th, 2019 with… Read more

Have You Set Your Financial Goals for the New Year?

A New Year’s resolution is a commitment that an individual makes to a project or the reforming of a habit, often a lifestyle change that… Read more

A Look Back on 2019, Part 1

The Year of Market Ascension January We began 2019 with frigid mass of air from the Arctic pole. This dangerous cold spell, identified as a… Read more