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Magazine Issues

Fall 2020 Issue: Legacy Planning

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.

Download our most recent issue, Legacy Planning: Preparing the Next Generation to Receive their Inheritance

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

 

 

 

Submit your e-mail address to download the latest edition.


Summer 2020 Magazine: 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

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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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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