Check the background of investment professionals associated with this site of FINRA BrokerCheck
Check the background of investment professionals associated with this site of FINRA BrokerCheck
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.
In this special issue of The Advisor, we look at how the industry evolved over the past five decades in parallel to Bob’s journey from a sole practitioner to building and leading a highly successful investment and financial planning firm – which now employs 44 professionals, serves over 2,000 clients and has over $2 billion under management and advisement.
In this issue you will find the following content:
Our Spring 2022 Magazine highlights:
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:
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:
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:
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:
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:
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.
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.
