The Dollar’s Changing Role in Portfolios
Key Takeaways Foreign countries are increasingly looking to diversify foreign exchange holdings away from the U.S. dollar. Years of easy monetary policy and growth in government debt have weakened the …
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Category: Wealth Management
Protect Your Life’s Work and Legacy with a Business Succession Plan
The benefits of owning your own business can be endless. Financial rewards are a primary benefit but so is the independence, flexibility, and control of running your own company. While …
3 Considerations for Life Insurance Policies After the Loss of a Loved One
If you’ve just lost your spouse, you’re likely dealing with one of the most difficult times of your life while also trying to manage and maintain your household. We typically …
Secure Act 2.0: What does this mean for retirement savings?
On December 23rd of 2022 Congress, with bi-partisan support, passed the Secure Act 2.0. and President Biden signed it into law on December 29, 2022. This act builds onto the …
Achieving Your Life Goals
Visualize the attainment of your retirement security and comfort. See your children and grandchildren educated. Visualize your pursuit of lifelong dreams with the time and finances that allow for it. …
A Look Back on 2022 -The Dichotomy of High Inflation and Low Unemployment, Part 2
Sixty years ago on July 29th, 1962, Andy Warhol unveiled the now iconic Campbell Soup can paintings in Los Angeles. While Campbell’s executives weighed legal action and debated how to …
A Look Back on 2022 – The Dichotomy of High Inflation and Low Unemployment, Part 1
On January 28th, 2022, the 447-foot Fern Hollow Bridge connecting major areas of the Pittsburgh’s east side of town collapsed in the early hours as a Port Authority bus carried …
How To Wind Down 2022 and Begin 2023
Elections, political divisions, stock and bond market volatility, supply chain issues, trade imbalance, foreign wars and threats, and the annual flu and Covid. Aren’t you tired of thinking about all …
Executive Compensation Benefits: Key Considerations for Employers and Executives
Executives help make crucial strategic decisions and are expected to coordinate and reach those strategic goals with their team. Losing one of your top executives can wreak havoc on those …
Plotting the Course of Financial Planning
Thinking back on when I first started at Fragasso in the late 1990’s, our focus has always been on our clients’ individual and unique financial goals. Fragasso’s financial planning department …