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Forget About the 4 Percent Rule (Sort Of)

We live in a fairly complex world where simple sometimes feels better. To that end, many financial principles can be summed up through basic axioms.… Read more

Where Has All the Volatility Gone?

It’s been seven years and four months since the S&P 500 bottomed on March 9, 2009 at 676.1 Since that time we’ve hit multiple new… Read more

Pittsburgh’s 50 Finest: Brandon Xavier Schwan

All proceeds raised by Pittsburgh’s 50 Finest help to support vital CF research, medical and educational programs. There is no mistaking Brandon Schwan in a… Read more

9 Strategies for Those Playing Catch-Up on Retirement Savings

Retirement security is at the top of most individual or family goals. Yet retirement savings is often very low for many investors.  The average median… Read more

Retirement Plan Success Series: Part 3: Retirement Plan Fees and The Matrix

Before a plan sponsor can determine whether or not fees are reasonable, they must first understand what the fees are. A study by the U.S.… Read more

Resilient Pittsburgh and Its Supporting Nonprofits

The Steel City. The City of Bridges. The City of Champions. The Burgh. Whatever you call it, one thing is for sure; Pittsburgh is living… Read more

Don’t Take a Summer Break from College Planning

When schools close their doors for the summer, many parents ask themselves the same question: “How did the year go by so quickly?” If projects… Read more

Brexit Has Happened And It’s Time To Move On

On June 23, in what will go down as a historic day in global politics, British citizens voted to end their 43-year relationship with the… Read more

3 Of The Top Questions Investors Ask Financial Advisors

As a Fragasso financial advisor, Michael Fertig receives many questions from investors regarding their financial future. In this video blog, Michael Fertig reveals the three… Read more

Avoid Traffic Jams On The Way To Retirement

For some, Memorial Day weekend marks the unofficial beginning to the summer vacation season. With the average cost of gas expected to be the lowest… Read more

Building a Strong Relationship With Your Financial Advisor

Let’s start by asking why you should want a strong relationship with your advisor. Some folks manage their own investments and some others use their… Read more

The New Fiduciary Standard, and Why You Should Care

Earlier this month, the Department of Labor released new and significant rules aimed at reducing conflicts of interest and mandating brokers handling retirement accounts to… Read more

The One Conversation You Need to Have With Your Parents Now

For the first part of our lives, our parents are caregivers, then advice-givers and then sometime around mid-life, the tables often start to turn. They… Read more

Retirement Plan Success Series: Part 2: Plan Design Matters… a LOT!

In the first part of my series we talked about the role and duty of the fiduciary, and the important steps of acceptance and adherence… Read more

Three Considerations That May Reduce Your Portfolio Income Tax Footprint

Is your investment portfolio creating a burden for you at tax time? If the answer is yes, it may be time to consider different strategies… Read more

Retirement Plan Success Series – Part 1: So you are a fiduciary!

As an advisor who focuses exclusively on retirement plans, I speak to a lot of plan sponsors and trustees. On the forefront of everyone’s minds… Read more