Episode Guide
HomeEpisode Guide

Episode Guide

  1. Covering Life’s Unexpected with Insurance

    Listen Now

    Covering Life’s Unexpected with Insurance

    Insurance can be a confusing and complex topic but it is a crucial part of one’s financial plan.  People are motivated to acquire life insurance for different reasons, and not all insurance contracts are the same.  Life insurance can be used to fund death taxes, charitable interests, family prot…

    Listen Now

  2. The Economy in 2017

    Listen Now

    The Economy in 2017

    What impact does the economy have on investment decisions?  All business is done in the context of the economy – in the United States and that of other countries. Politics are guided by the economy. Tax policy and interest rate policy are created, in large part, by how the economy is doing and is…

    Listen Now

  3. Personal Financial Planning

    Listen Now

    Personal Financial Planning

    A comprehensive financial plan serves as the roadmap for one’s financial future.  A solid plan can help you prepare for many of life’s expected, and sometimes unexpected, events such as: retirement, college funding, insurance, estate planning and even divorce.  Personal financial planning invo…

    Listen Now

  4. Portfolio Management

    Listen Now

    Portfolio Management

    Portfolio management may be a term you’re familiar with, but what about diversification?  How does diversification differ from asset allocation?  Asset allocation is different for each individual and for each family.  This may sound complicated, and it can be for the individual investor.  That…

    Listen Now

  5. Inaugural Show

    Listen Now

    Inaugural Show

    Fragasso has embarked upon hosting our own radio show, which shares the same name as our magazine–The Advisor. The Advisor is a one-hour weekly radio show which airs Sunday mornings from 8:00 – 9:00 am on Q92.9 FM. Bob Fragasso will host the show alongside co-host and financial advisor, Michael …

    Listen Now

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

About Fragasso

From the very first interaction you have with us, your experience will be personalized, professional, and exceptional. Your goals are our goals. Your concerns are our concerns..

Find out more about the Fragasso Client Experience

Client-Only Content

As a Fragasso client, you have access to exclusive content created just for you that takes an in-depth look at the issues facing investors today.

Read more about client-only content

You like what you've seen. What's next?

Please complete this mandatory field.
Please complete this mandatory field.