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 …
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Tag: portfolio management
The Dollar’s Changing Role in Portfolios
Key Takeaways Foreign countries are increasingly looking to diversify foreign exchange holdings away from the U.S. dollar. Years of easy monetary policy and growth in government debt have weakened the …
Protect Your Life’s Work and Legacy with a Business Succession Plan
The benefits of owning your own business can be endless. Financial rewards are a primary benefit but so is the independence, flexibility, and control of running your own company. While …
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Sign up now: As our firm changes and grows, our magazine and the way we communicate and educate our clients and constituents reflect that change. Our magazine has been available …
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 …
The Role of Risk Comfort in Your Financial and Mental Health
As we know from history and our own experience, when equities enter a period of extended volatility or loss, it can be detrimental to our financial and mental well-being. Your …
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 …
Late in Life Divorce
Getting divorced at any age is overwhelming. Getting a divorce after age 50, or what is commonly known as “Gray Divorce,” can add another layer of complexity. In many cases, …
Have You Set Your Financial Goals for the New Year?
A New Year’s resolution is a commitment that an individual makes to a project or the reforming of a habit, often a lifestyle change that is generally interpreted as advantageous. (Wikipedia) …
Is Inflation Here To Stay?
With inflation at its highest peaks in over 40 years, it is no wonder that investors are concerned. Key contributing factors have been the labor shortage, supply chain backlog and …