Episode Guide
HomeEpisode Guide

Episode Guide

  1. The Investment Advisor of the Future

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    The Investment Advisor of the Future

    An important and potentially costly question is how an investor makes sense of today’s marketplace of information and choices. Tune in to this week’s show to learn about the composition of the investment industry in this changing world and how this impacts the way investors get their information…

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  2. Your Portfolio’s Fixed Income Portion and Risk

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    Your Portfolio’s Fixed Income Portion and Risk

    Our dynamic duo, Michael Godwin and Matthew Karr are back from Fragasso’s portfolio management department to discuss the strategies for managing the fixed income portion of a portfolio. With the potential for rising interest rates, you will want to be informed and watchful as rates may rise and im…

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  3. Mortgage Techniques to Buying a Home

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    Mortgage Techniques to Buying a Home

    Few people buy their homes on a cash transaction. Most use financing. The cost of financing can have many varying factors. When you are already challenged with finding a home, negotiating the transaction, arranging the move, buying furniture, and making children’s school arrangements, it is easy t…

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  4. Your Home as an Investment

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    Your Home as an Investment

    Home sale prices may vary by location, school districts and income levels. However, there is no doubt that for most buyers, homeownership is one of the biggest purchases you will make in your lifetime. Listen to our upcoming episode of The Advisor to learn how real estate and financial professionals…

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  5. Women Starting Their Own Businesses

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    Women Starting Their Own Businesses

    Having a business of one’s own has been the American dream since the beginning of our country. Entrepreneurial businesses are crucial for our economy. That is even more true for women-owned businesses because we are currently facing a critical labor shortage which is likely to increase in the year…

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  6. Buying a Vacation Home

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    Buying a Vacation Home

    This episode will provide guidance on how to approach the purchase of a vacation or second home. How does this fit in with a family’s overall financial planning situation? This episode will help make sense of the many factors in the decision process!

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  7. International Investing

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    International Investing

    The U.S. economy is roughly one half of the world’s economic capitalization. The rest of the world offers investment opportunities equal to that of our country. Why would we miss that? In an interconnected world, we can’t afford to be geographically chauvinistic as it will cost us potential lost…

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  8. Active vs. Passive Investing, Including Smart Beta

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    Active vs. Passive Investing, Including Smart Beta

    Michael Godwin, Manager of Portfolio Strategy and Matthew Karr, Investment Research Manager at Fragasso Financial Advisors join The Advisor to discuss active vs. passive investing. Often, articles are written about this topic but leave readers feeling as if they need to choose sides. However, active…

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  9. Business Succession Planning

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    Business Succession Planning

    What is the right way to exit your business when you decide to retire? It isn’t prudent to simply walk away, and there isn’t a ready marketplace for the sale of businesses.  Each transaction is unique. The employees of those businesses also care about the outcome, as their livelihood will be im…

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  10. Fringe Benefits for Employers and Employees

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    Fringe Benefits for Employers and Employees

    On this episode, we speak with Elliot Dinkin, president of Cowden and Associates. Elliot is an expert in the employee benefits field. As the owner of his company, he also understands both the employee and the employer perspective. Everyone is affected by their organization’s fringe benefit package…

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Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not protect against market risk. Stock investing involves risk including loss of principal. You cannot invest directly into an index. Stock investing involves risk, including loss of principal

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