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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

Tax management strategies are always ‘in Season’

This is the time of year when our thoughts are focused on family, holiday gatherings, gift lists… and tax planning!  With investment activities subject to… Read more

Three Strategies of Charitable Giving

During the Holiday Season, the spirit of giving can shine brighter than any other time of the year. Most of us support different charitable organizations… Read more

Four Things to Remember When Donating to Nonprofits This Holiday Season

‘Tis nearly the season for gift giving once again, and with it comes the urgent and annual appeals from local and national charitable organizations seeking… Read more

Required Minimum Distributions

As 2019 is winding down, it is time again to remind our eligible clients to take their Required Minimum Distributions (RMD) by December 31, 2019.… Read more

Re • tire • ment

Retirement. We all read that word and have unique imagery of what that means. In trying to benchmark it with a definition from an authoritative… Read more