The Past Foretelling the Future
The last 50 years in the investment industry have presented us with many significant changes and most have been improvements. For example, eliminating fixed brokerage commissions ushered in the new …
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Category: Wealth Management
Combating Inflation with Alternative Investments
You cannot turn on the news or read an investment article right now without hearing about rising inflation. We have all seen and felt the impact of increasing prices of …
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 …
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 …
Don’t Neglect Your Cyber Health
During the pandemic, cybercriminals have seized the opportunity to take advantage of these vulnerable and emotional situations. In fact, during the first half of 2020 the United States saw an …