
FPA® Annual Financial Advocacy Day
As a firm, we believe in the importance of having a comprehensive financial plan. We work with each of our clients to gain a detailed understanding of their family, current …
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Check the background of investment professionals associated with this site of FINRA BrokerCheck
Posted on by Damien Gottschalk, Financial Advisor
As a firm, we believe in the importance of having a comprehensive financial plan. We work with each of our clients to gain a detailed understanding of their family, current …
Posted on by Brianne King, Manager of Financial Planning
Over the past year and half, inflation has been everywhere. Whether it be the conversation around it or the actual pain in the pocketbook of the price increase, it has …
Posted on by Jim Sinegal, Senior Investment Analyst
Economic concerns are warranted, but we see five positive factors that differentiate our current conditions when compared to past downturns. A majority of economists believe the U.S. will fall into …
Posted on by Brandon Schwan, Senior Vice President, Financial Advisor
Since its inception, the U.S. debt ceiling has been a hot topic in American politics, often sparking debate and controversy. While concerns about the debt ceiling may seem valid at …
Posted on by Brandon Schwan, Senior Vice President, Financial Advisor
If you are employed by a publicly traded company or company that one day may go public, it’s highly likely you may receive stock as a part of your …
Posted on by Daniel J. Dingus, President, Executive Director of Portfolio Management
In November of 2021, I authored a blog on S.P.A.C.s, or Special Purpose Acquisition Companies. At the time, it was one of the hot trends on Wall Street gaining popularity …
Posted on by Robert Fragasso, Chairman and Chief Executive Officer
Visualize the attainment of your retirement security and comfort. See your children and grandchildren educated. Visualize your pursuit of lifelong dreams with the time and finances that allow for it. …
Posted on by Daniel J. Dingus, CFP®, AIF®, MBA
Sixty years ago on July 29th, 1962, Andy Warhol unveiled the now iconic Campbell Soup can paintings in Los Angeles. While Campbell’s executives weighed legal action and debated how to …
Posted on by Robert Fragasso, Chairman and Chief Executive Officer
Elections, political divisions, stock and bond market volatility, supply chain issues, trade imbalance, foreign wars and threats, and the annual flu and Covid. Aren’t you tired of thinking about all …
Posted on by Karen Lapina, Senior Vice President, Financial Advisor & Brianne King, Manager of Financial Planning
Thinking back on when I first started at Fragasso in the late 1990’s, our focus has always been on our clients’ individual and unique financial goals. Fragasso’s financial planning department …