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