FPA® Annual Financial Advocacy Day
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Tag: financial planning
Time for a Budget Refresh?
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 …
5 Reasons for Cautious Optimism Despite a Potential Recession
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 …
The History of the U.S. Debt Ceiling and Why Investors Shouldn’t Worry
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 …
What Should I Know About Stock Compensation?
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 …
S.P.A.C. and SPAM-Update February 2023
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 …
Achieving Your Life Goals
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. …
A Look Back on 2022 -The Dichotomy of High Inflation and Low Unemployment, Part 2
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 …
How To Wind Down 2022 and Begin 2023
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 …
Plotting the Course 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 …