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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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 Read more