The Client Experience

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 Read more

School Is In Session

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 Read more

Consensus Trades

Consensus Trades 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 Read more

The No.1 Rule of Teaching Kids About Saving: Start Early

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 Read more

Ask Your Portfolio Professional

  Fragasso’s Portfolio Management Department is a team of seasoned professionals that establish allocation guidelines and provide asset class recommendations to help build our clients’… Read more Read more

Understanding The Family Benefits of Social Security

Social Security is typically thought of as a supplemental retirement income stream. It can be much more than that in times of critical need. A… Read more Read more

How 3 Trump Policy Stances Have Resulted in Strong Market Performance

How 3 Trump Policy Stances Have Resulted in Strong Market Performance   Have You Set Your Financial Goals for the New Year? (Resolutions Don’t Work,… Read more Read more

A Look Back on 2016- The Year of the Recast-Part 2

July In July 2016, average global temperatures were the warmest on record for any month in the last hundred years or so. The previous record… Read more Read more

A look Back on 2016-The Year of the Recast-Part 1

The year began with a new focus, and an unfortunate focus on the country’s water supply. Residents of Flint, Michigan are furious that water from… Read more Read more

Have You Set Your Financial Goals for the New Year? (Resolutions Don’t Work, But Goals do.)

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 Read more

Shopping Mistakes to Avoid this Holiday Season

With the holidays just a few weeks away its time to think about the shopping season again. It’s hard to believe that we embarked on… Read more Read more

Retirement Plan Success Series: Part 4: Investment Decisions and Canaries

“Too many investment options,” “underperformance,” “retail share class,” “inappropriate benchmarks.” This is just a sampling of claims made in a rash of lawsuits filed within… Read more Read more

Optimism Reigns Supreme in U.S. Equity Markets

Don’t confuse the equity market rise with positive fundamentals from stocks. Since 2013 earnings for the S&P 500 have gone from $107.3 to $113.01 to… Read more Read more

How Insurance Can Help You Prepare for Financial Emergencies

Many believe that they only need life insurance protection while they are raising a family. While it is prudent to have life insurance in place… Read more Read more

Important Considerations for Retirement

Two of the most common themes among investors of any age include the fear of loss and urge for gains.  These two concepts are by… Read more Read more

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 Read more