Check the background of investment professionals associated with this site of FINRA BrokerCheck

Group 7 Created with Sketch.

Magazine Issues

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 and more.

Winter 2021: Honoring Our Veterans

Our magazine, The Advisor, is published several times a year and highlights important topics that you may find useful and informative, such as:

  • Ease Tax Burdens with Charitable Donations During this Season of Giving
  • Education Planning 101
  • Ten Action Items for Your Year-End Financial Goals Checklist
  • Top Questions from Investors to Wrap Up 2021
  • International Fraud Awareness Week


Summer 2021: Getting Your Financial House In Order

The pandemic wind collapsed many financial houses in its more than one year gale that seems to want to continue. At Fragasso, we center our focus on planning and preparedness for these unexpected situations. Our latest edition of The Advisor magazine discusses this topic and other economic concerns currently on the rise:

  • Containing the Inflation Panic
  • Roth IRA Conversions and Contributions – Is It Right for You?
  • Update: The Hopeful Evolution of the Secure Act 2.0
  • Celebrating 25 years of independence! A video series.

DOWNLOAD NOW

Spring 2021: Advancing With Cautious Optimism

If we have learned anything over the past year, it is the importance of staying positive during tough times. The COVID-19 pandemic has challenged us in ways we could never have anticipated a year ago. Like the ever-changing ebb and flow of markets, it is important to remember that we are caught in a moment in time. It will not stay this way forever, and things will get better.

Our latest edition of The Advisor magazine includes articles:

  • Four Investment Themes for 2021
  • Mapping Out Your Best Tax Strategy
  • Coronavirus Aid: What Is Available For Individuals And Businesses
  • Expectations for 2021, Building on Hope
  • One Year Later and What Have We Learned?

DOWNLOAD NOW

Fall 2021 Issue: Legacy Planning

Legacy Planning

What do you want your legacy to be? Antoine de Saint-Exupery once said, “A goal without a plan is just a wish.” … And when that wish involves multigenerational planning; the plan is imperative. You have worked hard to amass your wealth, but have you considered how you might pass that wealth along to future generations?

Our latest edition of The Advisor magazine includes articles:

  • Multigenerational Planning is Synonymous With the Fragasso Client Experience
  • You Can’t Afford to Ignore the Secure Act’s Impact on Legacy Planning
  • Life Lessons on Legacy Planning
  • Don’t Neglect Your Cyber Health

DOWNLOAD NOW

Summer 2020: Stay the Course

Stay the Course, which contains key guidance on how to approach your investment portfolio during this difficult economic time.

Our most talked about articles are:

  • Reacting to Volatility
  • Behavioral Finance: Why and How to Avoid Emotional Decision-Making
  • The Impact of Coronavirus on Your Retirement Plan

Download Now

Spring 2020 Magazine

In the Spring 2020 issue, you will find guidance on topics such as tax planning strategies, trends in ESG investing, how to apply insurance strategies to various financial life stages and much more.  Use this time at home to educate yourself on such opportunities. In times like these, it is important take a moment amidst the uncertainty and reflect upon your mission.

Download Now

Fall 2019 Magazine

We are fortunate to work at Fragasso Financial Advisors where giving is part of our culture. It is a bond that pulls us together as co-workers and as a firm. We are surrounded by peers who share altruistic views no matter how great or small. In this issue of The Advisor, you’ll hear from several of our financial advisors on the organizations that they support and why. Download this issue for advice on the financial benefits of charitable giving along with tax breaks and limits.

Download Now