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 …
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Category: Portfolio Management
Preserving Your Legacy: Why Trust Services Matter
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 …
Active Versus Passive Management: Solving the Debate
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 …
Have You Set Your Financial Goals for the New Year?
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) …
Four Legacy Planning Strategies to Help Mitigate Tax Burdens for You and Your Heirs
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 …
Multigenerational Planning is Synonymous with the Fragasso Client Experience
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 …
Insurance as a Multigenerational Legacy Planning Tool
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 …
Mapping Out Your Best Tax Strategy: Avoid Potential Tax Road Blocks With The Help Of Your Personal Board Of Directors
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, …
Q & A with a CPWA® (Certified Private Wealth Advisor®)
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 …
The Buzz on ESG Investing
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 …