
The Role of Risk Comfort in Your Financial and Mental Health
As we know from history and our own experience, when equities enter a period of extended volatility or loss, it can be detrimental to our financial and mental well-being. Your …
Check the background of investment professionals associated with this site of FINRA BrokerCheck
Check the background of investment professionals associated with this site of FINRA BrokerCheck
Posted on by Brianne King, CFP®
As we know from history and our own experience, when equities enter a period of extended volatility or loss, it can be detrimental to our financial and mental well-being. Your …
Posted on by Karen Lapina, CFP®
We are excited to announce that Fragasso Financial Advisors has partnered with National Advisor Trust Company (NATCO). This partnership will allow us to continue to be your family’s trusted advisor …
Posted on by Daniel J. Dingus, CFP®, AIF®, MBA
Debate topics can be political, informative, funny, social, and economic. Many are controversial, heightening the level of seriousness, especially when discussing politics or one’s core value systems. But sometimes a …
Posted on by Robert Fragasso
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. (Wikipedia) …
Posted on by Brandon Schwan
By now you are familiar with the term SECURE Act that was passed in 2020, and how it impacts retirement and estate planning. A large part of that is due …
Posted on by Michael Fertig
At Fragasso Financial Advisors, we consider ourselves a close-knit family. We are a group of individuals who all work together with the common goal of helping our clients work toward …
Posted on by Paul Mehno
There are a multitude of estate planning strategies when using permanent life insurance. In this article, I will examine just one technique that can be effective in building, maintaining, and …
Posted on by William Wolfe
We here at Fragasso Financial Advisors firmly believe in the concept of each client creating their own financial Board of Directors. In most cases this includes a trusted accountant, lawyer, …
Posted on by Jennae Backo
When selecting a financial planner, you want to be certain they are qualified to help address your unique financial concerns. The CPWA® is a designation an advisor chooses to earn …
Posted on by Mitch Anderson
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 …