Check the background of investment professionals associated with this site of FINRA BrokerCheck

Homeportfolio manager

Fragasso Blog Posts

Show blog posts about:

Q & A with a CPWA® (Certified Private Wealth Advisor®)

The Certified Private Wealth Advisor® (CPWA®) designation is an advanced education and certification program for financial planners and financial advisors who work with high net… Read more

The Buzz on ESG Investing

Socially responsible investing and “impact investing” are a growing phenomenon among investors. Such investments attempt to balance financial results with “ESG” (environmental, social and governance)… Read more

Electing a 2020 Portfolio

As the 2020 election approaches, we have been spending a lot of time discussing portfolio positioning. But historical evidence shows that political opinions are not… Read more

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… Read more

Are Stocks Still Relevant?

The domestic stock market is the most familiar of the capital markets to the average investor, perhaps because it is the most accessible. The financial… Read more

The Investment Industry Today and Tomorrow and What That Means to You

The investment industry is changing and understanding this can be important to you and your financial future. A short history of the investment industry will… Read more

Trade Wars

  Trade Wars Q & A   Q) What’s happening and who’s involved? A) Even preceding his time on the campaign trail, Trump has long… Read more

Shape Up Your Retirement Plan Savings

A common goal that can be easily forgotten about is getting our retirement savings in better shape. Retirement accounts through our employer can be one of the most attractive way to save, and while employer sponsored plans have long been a main source of retirement income for many workers over time, the retirement landscape has shifted.

Retirement Plan Success Series: Part 4: Investment Decisions and Canaries

“Too many investment options,” “underperformance,” “retail share class,” “inappropriate benchmarks.” This is just a sampling of claims made in a rash of lawsuits filed within… Read more