The Past Foretelling the Future
The last 50 years in the investment industry have presented us with many significant changes and most have been improvements. For example, eliminating fixed brokerage commissions ushered in the new …
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Tag: portfolio manager
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 …
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 …
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, …
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 …
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 …
Mapping Out Your Best Tax Strategy: Avoid Potential Tax Road Blocks With The Help Of Your Personal Board Of Directors
We here at Fragasso Financial Advisors firmly believe in the concept of each client creating their own financial Board of Directors. In most cases this includes a trusted accountant, lawyer, …
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 …
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) considerations. Since 2009, annual flows …
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 the best predictor of stock …