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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

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

How Financial Advisors Should Work with Nonprofits

In this video blog, Gregg Daily and Dotti Bechtol discuss the unique requirements of working with a nonprofit as a financial advisor and the importance… Read more

The Importance of Days of Giving in Our Region

Pittsburgh has one of the highest concentrations of nonprofits in the nation. Nonprofits provide vital services to communities and are especially important in tough economic… Read more

Why You Should Not Trust Your First Instincts in an Economic Downturn

American union bank“. Licensed under Public domain via Wikimedia Commons Economic downturns happen with regularity.  We have had 17 stock market downturns as measured by… Read more

Argentina En Default

Univision’s telenovela “Vidas Cruzadas,” UNIVISION. When reading Argentine economic news articles, words like “bonos” and “calificadora” may need to be translated. But “en default” translates… Read more

Four Easy Ways to Raise Financially Savvy Kids

Only 17 of the 50 states in America require high school students to take a personal finance course as a part of their secondary education¹.… Read more

Three Things Every New Investor Should Know

Michael Fertig, Vice President, discusses the three things every new investor should know. Watch the video to find out more!… Read more