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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.

 

The Advisor Interactive, Summer, 2023
Special Section: How is Fragasso Different?

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

We hope our magazine makes your summer reading list where you will find educational information on the following subjects and more:

  • Special Section: How is Fragasso Different?
  • Capitalize on Sunsetting Tax Brackets: Roth IRA Conversions and Planning Opportunities
  • 5 Common Financial Planning Considerations for Women
  • Avoid Common Estate Planning Pitfalls and Misconceptions
  • Watch our SUMMER MAGAZINE PREVIEW VIDEO to learn more about this issue’s content and on how to navigate our digital magazine, The Advisor interactive.

complete this form to download our latest issue and to subscribe to future issues:

 

The Advisor Interactive, Spring, 2023 Special Feature: The Secure Act 2.0

Welcome to the redesign of Fragasso Financial Advisors’ magazine. Watch our VIDEO TUTORIAL on how to navigate our enhanced magazine, The Advisor interactive.

As our firm changes and grows, our magazine and the way we communicate and educate our clients and constituents reflect that change. Our magazine has been available as a downloadable digital publication for years, but what we are launching now is a modern, interactive, and more reader-friendly experience.

As for the contents of this spring issue, you will find insightful and educational information on the following topics and more:

  • Special Section: The Secure Act 2.0 – Changes for Individual Investors and Business Owners
  • Five Reasons for Cautious Optimism Despite a Potential Recession
  • Time for a Budget Refresh
  • Tips and Tricks to Minimize Tax Liability

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Fall Magazine Cover

The Advisor, Fall 2022: Preparing the Long-Term Impact of your Wealth

In this issue you will find the following content:

  • Portfolio Management Year-End Q&A
  • The Cost of Market Timing
  • What are the Tax Planning Benefits of Qualified Charitable Distributions and Roth Conversions?
  • 3 Considerations for Life insurance After the Loss of a Loved One
  • Preserving Your Legacy: Why Trust Services Matter

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Summer Magazine Cover

Summer 2022 Magazine: Special Edition

Our Summer 2022 Magazine highlights:

  • The Inspirational Leadership of Bob Fragasso
  • Portfolio and Investment Management Evolution
  • Bob’s Fragasso’s 50-Year Career Timeline
  • From Notecards to the Cloud, The Technology Evolution of Fragasso

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Spring 2022 Advisor Magazine cover showing sneakers

Spring 2022 Magazine: It’s Time to Boost Your Financial Health

Our Spring 2022 Magazine highlights:

  • How to Establish a Financial Plan to Weather the Storm
  • The Role of Risk Comfort in Your Financial and Mental Health
  • Active Versus Passive Management: Solving the Debate
  • Managing the Inflation Resurgence

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The Advisor Magazine Cover - Special Edition Honoring our Veterans

Winter 2021: Honoring Our Veterans

Your employer sponsored retirement plan is a key part of your overall financial health and we at Fragasso Financial Advisors are always available to help answer any questions you might have to ensure you are saving and investing to best meet your retirement goals. We also realize that a 401(k) or 403(b) is just a part of your overall financial picture.

This issue 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

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Advisor Magazine Cover, Summer 2021 - shows a house built out of dollar bills

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.

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The advisor magazine, spring 2022

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?

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Magazine Cover_The Advisor_Fall 2020

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

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The-Advisor_Summer-2020_Cover

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

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The Advisor Spring 2020 Cover with Egg in a nest

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.

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Advisor Fall 2019 Cover showing mittens holding a red heart

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.

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