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Three times a year, the financial professionals at Fragasso Financial Advisors publish a magazine with timely and relevant information on investment strategies, financial planning tactics, retirement and insurance planning advice. View more resources.

The Advisor InteractiveSpring, 2024

Welcome to the Spring issue of Fragasso Financial Advisors’ interactive magazine!

Spring is upon us; it is a season of new growth and optimism for what lies ahead. With more daylight, we’re inspired to plan vacations, spend more time outdoors, and connect with friends and family.

A theme that unfolds in this issue of The Advisor magazine is financial literacy. April is financial literacy month, and my colleague, Rachel Weaver, wrote an article detailing the importance of this topic in the pages ahead. We have insights to share on budgeting and finding the right type of budget for your unique situation. This issue also features an update on a passion project Bob Fragasso has been pursuing, which is the availability of personal financial management education in the Pittsburgh Public School district.

Overview of the educational information you will find:

  • Teaching Early and Often on the Best Ways to Save Can Mold Financially Savvy, Responsible Adults
  • Budget Today to Help Save for Tomorrow
  • 3 Dax Tips for Year-Round Planning
  • Why are Emerging Markets Misunderstood?
  • What is the Fragasso Investment Committee?
  • Important Elements of an Investment Policy Statement, or IPS

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