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 to operate effectively in a …
Check the background of investment professionals associated with this site of FINRA BrokerCheck
Blog
Blog
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 policies, one time thought of …
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) considerations. Since 2009, annual flows …
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 the best predictor of stock …
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 2019. SECURE stands for Setting …
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 many of those pieces were …
A look back on 2019, Part 2
July The U.S. women’s national soccer team secured the 2019 Women’s World Cup on July 7th, 2019 with a 2-0 victory over Netherlands. The U.S. women’s team was dominant …
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 is generally interpreted as advantageous. …
A Look Back on 2019, Part 1
January We began 2019 with frigid mass of air from the Arctic pole. This dangerous cold spell, identified as a Polar Vortex caused some 100 million people in the United …
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 tax rates ranging from 0% …