Fragasso Blog Posts

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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

A Look Back on 2015 – A Year of Volatility – Part 2

July If you build it, they will come. Such was a central theme for years in China as they rush to build urban communities for… Read more

New Year, Not So New Markets

  Welcome to 2016. The new year is often a definitive marker for what has been, what will be and by which we measure life’s… Read more

A Look Back on 2015 – A Year of Volatility

We began the year with tragedy. On Jan. 7, 2015, two Islamist terrorists attacked the French offices of the satirical weekly newspaper Charlie Hebdo in… Read more

Musings on Parallels

There is concern in some quarters over the length of the current stock market recovery, world events and a myriad of other financial influences. In… Read more

Four Things to Remember When Donating to Nonprofits This Holiday Season

‘Tis the season for annual appeals from our much-needed nonprofit community. It seems I open at least one request each day at this time of… Read more

Politics, the Debt Ceiling, and Your Money

Political strife is not a new concept and given the current climate there’s no reason to believe that it will abate anytime soon. Though it… Read more

Battle for Yield in Perilous Fixed Income Arena

Investing in Excellence At Fragasso Financial Advisors, our focus is to provide a quality client experience for every client through each and every department. Our… Read more

Mind the Gap

Despite grand campaigns for equality, the United States gender pay gap has hardly budged in a decade, with American women on average still earning only… Read more

Adding a Roth IRA to Your Asset Mix Offers Its Advantages

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How Do We Stack Up with the Greatest Generation

Today, September 2nd, is the 70th anniversary of the end of World War II. That sounds like ancient history, but it was our fathers, mothers,… Read more

How to Confidently Invest in Volatile Markets

Investing is and always will be a long-term exercise in patience and resilience. Perhaps nothing has reminded investors more of this than the past year… Read more

Covering Your College Planning Bases

Baseball, for all of its simplicity, can be quite complicated. Take a moment to put yourselves in the shoes of a team’s general manager. Imagine… Read more