The Cost of Market Timing
Anyone who has ever invested in the stock market has thought to themselves, “Is this really the best time to put my hard-earned money into the market?” Or, if you’ve …
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Tag: dynamic wealth plan
Preserving Your Legacy: Why Trust Services Matter
We are excited to announce that Fragasso Financial Advisors has partnered with National Advisor Trust Company (NATCO). This partnership will allow us to continue to be your family’s trusted advisor …
Active Versus Passive Management: Solving the Debate
Debate topics can be political, informative, funny, social, and economic. Many are controversial, heightening the level of seriousness, especially when discussing politics or one’s core value systems. But sometimes a …
Five Reasons Non-Profit’s Consider Environmental, Social, Governance (E.S.G.) Investing
ESG, or Environmental, Social, and Governance investing is growing in popularity among both individual investors and institutions such as non-profits. Many non-profits, be it a foundation, endowment, or charitable organization, …
Four Legacy Planning Strategies to Help Mitigate Tax Burdens for You and Your Heirs
By now you are familiar with the term SECURE Act that was passed in 2020, and how it impacts retirement and estate planning. A large part of that is due …
Q & A with a CPWA® (Certified Private Wealth Advisor®)
When selecting a financial planner, you want to be certain they are qualified to help address your unique financial concerns. The CPWA® is a designation an advisor chooses to earn …
Re • tire • ment
Retirement. We all read that word and have unique imagery of what that means. In trying to benchmark it with a definition from an authoritative source, we consulted Webster’s International, …
Q & A with a CFP® Professional (Certified Financial Planner™)
ANDREW SILVER, CFP® Professional Financial Advisor, Financial Planning Analyst at our South Hills Office Q. What is the CERTIFIED FINANCIAL PLANNER™ Board, and what is the importance of this designation? A. …
Financial Planning Tips for Women
Financial planning for women can come with unique circumstances that need to be considered when establishing a financial plan. While goals are always personalized to each family or individual, women …
Estate Plans: A Part Of Your Financial Health
Estate plans are not a simple “set it and forget it” set of documents. It needs to be a living, breathing document that evolves with the changing needs of you, your …