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Posted on by Marsha Posset, Director of Marketing
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 …
Posted on by Brian Robinette, Senior Vice President, Financial Advisor
A Qualified Charitable Distribution (QCD) is an otherwise taxable distribution from an IRA owned by an individual who is age 70½ or older and paid directly from the IRA to …
Posted on by Michael Fertig, Senior Vice President, Financial Advisor
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 …
Posted on by Christine Robinette, Executive Vice President
On December 23rd of 2022 Congress, with bi-partisan support, passed the Secure Act 2.0. and President Biden signed it into law on December 29, 2022. This act builds onto the …
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 …
Posted on by Robert Fragasso, CFP Board Emeritus®
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 …
Posted on by Daniel Tatomir, AIF®
Many employers offer a retirement plan as a part of an overall benefits package to help attract and retain key employees. This is especially important in an increasingly competitive labor …
Posted on by Robert Fragasso, Chairman and Chief Executive Officer
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) …
Posted on by Michael Godwin
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 …
Posted on by Brandon Schwan
After being passed by the House last summer and some hesitation by the Senate, the “SECURE Act” was signed into law at the end of 2019. SECURE stands for Setting …