FRAGASSO FINANCIAL ADVISORS

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1 Firm: FRAGASSO FINANCIAL ADVISORS FRAGASSO FINANCIAL ADVISORS Asset Manager Founded in Hidden Hidden Hidden Hidden 5 Strategies to Dig Out of Student Loan Debt Headcount: Hidden Assets Under Management: Hidden U.S. student loan debt exceeds $1 trillion... In that case, Chuck Mattiucci, a financial advisor at Fragasso Financial Advisors in Pittsburgh, has a plan. "Most banks and lending institutions will allow interest-only payments while loan principal payments... USNews October 17, 2014 inappropriate or irrelevant content King ruling could stop big 5 insurers' stocks in their tracks Dan Dingus of Fragasso Financial Advisors believes that pending the King outcome, there might be a lot more consolidation in the healthcare industry. But he said predicting the ruling and "trying to handicap politics is probably the most difficult part of... Fierce Health Player June 10, 2015 inappropriate or irrelevant content Big 5 Health Insurers Brace For Supreme Court Ruling On ACA Some of the stock price growth is attributable to takeover anticipation. "You'll see consolidation in health care continue," Dan Dingus of Fragasso Financial Advisors, Downtown, predicted. Predicting how the Supreme Court will rule is a separate matter. Insurance News Net June 10, 2015 inappropriate or irrelevant content

2 Big 5 health insurers brace for ruling on Obamacare [Pittsburgh Post-Gazette] Some of the stock price growth is attributable to takeover anticipation. "You'll see consolidation in health care continue," Dan Dingus of Fragasso Financial Advisors, Downtown, predicted. Predicting how the Supreme Court will rule is a separate matter. Bloomberg June 10, 2015 inappropriate or irrelevant content Financial advisers warn of potential 'land mine' in bond portion of target date funds This time around, money managers at Fragasso Financial Advisors, Downtown, are concerned it could be the bond portion of such funds that pose the greatest risk if interest rates move up when people nearing retirement have shifted most of their assets to bonds. Pittsburgh Post-Gazette March 6, 2014 inappropriate or irrelevant content Robert Fragasso Barron s ranks Fragasso Financial Advisors founder, chairman and CEO Robert Fragasso as the No. 2 financial advisor in Pittsburgh and the No. 4 financial advisor in the state of Pennsylvania on its 2015 list of America s Top 1,200 Financial Advisors. The Business Journal March 3, 2015 inappropriate or irrelevant content How to satisfy the fiduciary duties of your 401(k) plan vice president and manager of Retirement Plan Advisors at Fragasso Financial Advisors. Smart Business spoke with Halle about mitigating the risks of fiduciary duties. Who typically serves as a trustee? Many times the trustee who has fiduciary... Smart Business February 1, 2015

3 inappropriate or irrelevant content Advisor Creates Career Program In Pittsburgh Robert Fragasso, president of the investment management and financial planning firm, Fragasso Financial Advisors, was keenly aware of the problem he and many other small-business owners in the greater Pittsburgh area were confronting. Despite eight... Financial Advisor Magazine March 25, 2009 inappropriate or irrelevant content Keeping Advisers And The Law On The Same Page "If there's a problem, you're going to want a securities litigation attorney to represent you," Allen said. Fragasso Financial Advisors in Pittsburgh, which manages over $900 million in assets, cultivates relationships with multiple attorneys. It's an... Investors Business Daily May 16, 2014 inappropriate or irrelevant content Choose your investing adventure In the past 100 years, less than a handful of years have been deflationary, says Robert Fragasso, CFP, chairman and CEO of Fragasso Financial Advisors in Pittsburgh. In a deflationary period, investors want to reverse the way they would invest in an... Yahoo Finance June 13, 2014 inappropriate or irrelevant content Consumer s: How to Protect Your Assets in Your 60s So how can you cope with a big debt load? "Start with credit cards," Melissa Richey, vice president of Fragasso Financial Advisors, tells USA Today. "Pay more than the minimum amount. That [debt] does nothing for you. You don't get a tax deduction and the...

4 News Max April 27, 2015 inappropriate or irrelevant content New year a good time to evaluate donations If Ebenezer Scrooge were alive today, he would do charitable giving because he would understand the tax benefits involved, said Robert Fragasso, chairman and chief executive of Fragasso Financial Advisors in Pittsburgh. There are several ways to... The Columbus Dispatch January 4, 2015 inappropriate or irrelevant content Nest egg can consolidate 401(k) and IRA savings Robert Fragasso, chairman and CEO of Fragasso Financial Advisors in Pittsburgh, said the fees charged by an IRA are likely to be lower than the management fees charged to accounts in a company 401(k) plan. An IRA will probably have more investment options... Davis Enterprise April 5, 2013 inappropriate or irrelevant content Get rid of that debt before you retire "Debt increases stress and reduces lifestyle options." "People need to plan a little earlier," says Melissa Richey, vice president of Fragasso Financial Advisors in Pittsburgh. "I just talked to a woman who is 64 and never did any planning. She got laid off. USA Today April 22, 2015 inappropriate or irrelevant content Voices: Robert Fragasso, On Making College Work Robert Fragasso is the CEO of Fragasso Financial Advisors in Pittsburgh. From a competency perspective, advisers have to do holistic planning - and that includes discussing the education goals

5 and plans of a client s children. Omission of that topic... The Wall Street Journal December 31, 2012 inappropriate or irrelevant content Fiduciary standards anger some brokerages "I have a problem with the Department of Labor requiring investment people to act as a fiduciary," said Fragasso, who is chairman and chief executive of Fragasso Financial Advisors in Pittsburgh and a member of the Financial Services Institute's... American-Republican August 1, 2015 inappropriate or irrelevant content 4 Takeaways for Advisors From LPL Conference 1. Don t fight the robo. A robo-advisor offering is something we should rush to, not rush away from, said Robert Fragasso, of Fragasso Financial Advisors, who participated in one of a series of 4- minute, two-person relay panels. Robo advice can... Think Advisor July 29, 2015 inappropriate or irrelevant content Proposed fiduciary rule angers adviser I have a problem with the Department of Labor requiring investment people to act as a fiduciary, said Fragasso, who is chairman and chief executive of Fragasso Financial Advisors and a member of the Financial Services Institute s legislative committee. Dallas News July 22, 2015 inappropriate or irrelevant content Exclusive: Fragasso Financial acquires Zelienople-based investment firm

6 Fragasso Financial Advisors, based downtown, has bought The Grandview Group, a Zelienoplebased investment planning and management firm, confirmed CEO/Founder Robert Fragasso. Financial terms of the deal were not disclosed. Grandview s assets under... The Business Journal May 8, 2015 inappropriate or irrelevant content Financial services fight fiducial role "I have a problem with the Department of Labor requiring investment people to act as a fiduciary," said Fragasso, who is chairman and chief executive of Fragasso Financial Advisors and a member of the Financial Services Institute's legislative committee. NWA Online July 21, 2015 inappropriate or irrelevant content Computer malfunction plays havoc on New York Stock Exchange Trading was suspended on the New York Stock Exchange for nearly four hours Wednesday as... Lisa Brignoni, director of portfolio management at Fragasso Financial Advisors, Downtown, said other exchanges handled the order flow fine. PITTSBURGH TRIBUNE-REVIEW July 8, 2015 inappropriate or irrelevant content Fiduciary standards anger some brokerages "I have a problem with the Department of Labor requiring investment people to act as a fiduciary," said Fragasso, who is chairman and chief executive of Fragasso Financial Advisors in Pittsburgh and a member of the Financial Services Institute's... American-Republican August 1, 2015 inappropriate or irrelevant content Parents trying to avoid the legacy of student debt

7 "Ideally, you do both. Practically, we know that doesn't work for most people," said Fragasso, chairman and CEO of Fragasso Financial Advisors. "High-earning parents could do both. Most parents can't. For the majority who can't, I would counsel pre-funding... American-Republican August 29, 2015 inappropriate or irrelevant content Local Financial Advisors React To Wall Street Plunge With Advice To Investors It s not a correction for us. Our economy has basic value, adds Bob Fragasso of Fragasso Financial Advisors. But that still means at least a short-term drop in the value of our investments. So why should your investment in the stock market... CBS Pittsburgh August 24, 2015 inappropriate or irrelevant content Parents trying to avoid legacy of student debt Ideally, you do both. Practically, we know that doesn t work for most people, said Mr. Fragasso, chairman and CEO of Fragasso Financial Advisors, Downtown. High-earning parents could do both. Most parents can t. For the majority who can... Reading Eagle August 20, 2015 inappropriate or irrelevant content LPL Financial : Five LPL Financial Independent Advisors Ranked Among the Best in the Industry Nationwide 35, Susan Kaplan, Kaplan Financial Services, Newton, Mass. #57, Robert Fragasso, Fragasso Financial Advisors, Pittsburgh, Pa. "We are proud to see these five LPL advisors represented on this esteemed list," said Dan Arnold, president of LPL Financial. 4 Traders August 24, 2015

8 inappropriate or irrelevant content Parents trying to avoid the legacy of student debt Ideally, you do both. Practically, we know that doesn t work for most people, said Fragasso, chairman and CEO of Fragasso Financial Advisors. High-earning parents could do both. Most parents can t. For the majority who can t, I would counsel... Dallas News August 25, 2015 inappropriate or irrelevant content Parents paying off their student loans want children to avoid the same fate "Ideally, you do both. Practically, we know that doesn't work for most people," said Fragasso, chairman and CEO of Fragasso Financial Advisors. "High-earning parents could do both. Most parents can't. For the majority who can't, I would counsel pre-funding... Milwaukee Journal Sentinel August 25, 2015 inappropriate or irrelevant content Pittsburgh companies in commodities, energy face longer-term stock market struggle Those that are in direct competition with Chinese industries that the Chinese government is supporting to make goods more affordable in a competitive marketplace will be affected, said Robert Fragasso, chairman and CEO of Fragasso Financial Advisors. The Business Journal August 24, 2015 inappropriate or irrelevant content Robert Fragasso / Fragasso Financial Advisors, Chairman and CEO When Robert Fragasso became a financial adviser in 1972, his vision of how the financial services industry should be serving clients was very different from what was standard at that time. Stockbrokers mainly worked the telephones making cold calls...

9 Pittsburgh Post-Gazette May 2, 2013 inappropriate or irrelevant content Retirement: Plan early and save consistently According to a 2012 Retirement Confidence Survey conducted by the Employee Benefit Research Institute (EBRI), only 42 percent of Americans have calculated how much money they ll need in retirement. That means that well over half of us haven t taken... The Almanac September 22, 2015 inappropriate or irrelevant content Study finds post-recession skepticism still endures about markets Daniel Dingus, president and chief operating officer at Fragasso Financial Advisors in Pittsburgh, said he and advisers at the firm have worked with people who have not fully overcome their fears of the stock market since the crash of The crash of... Dallas News October 21, 2015 inappropriate or irrelevant content Pittsburgh financial firm wades into world of robo-advising Before Fragasso Financial Advisors starts selling clients on its new robo-advising investment service, the team at the Downtown investment firm plans to try out the system using its own money. Seems only fair. But Robert Fragasso, chairman and CEO... Pittsburgh Post-Gazette October 11, 2015 inappropriate or irrelevant content Study finds post-recession skepticism still endures about markets Daniel Dingus, president and chief operating officer at Fragasso Financial Advisors in Pittsburgh, said he and advisers at the firm have worked with people who have not fully overcome their fears of

10 the stock market since the crash of "The crash of... The State South Carolina's Homepage October 19, 2015 inappropriate or irrelevant content Fragasso Financial Advisors tops $1B in assets under management Fragasso Financial Advisors, one of Pittsburgh s largest money-management firms, has topped the $1 billion milestone for assets under management. Chairman and CEO Robert Fragasso told the Business Times in February, when its assets were $975 million... The Business Journal May 28, 2014 inappropriate or irrelevant content Pittsburgh firm wades into world of robo-advising Oct. 11--Before Fragasso Financial Advisors starts selling clients on its new robo-advising investment service, the team at the Downtown investment firm plans to try out the system using its own money. Seems only fair. But Robert Fragasso, chairman and CEO... Equities October 11, 2015 inappropriate or irrelevant content Mom-and-Pop Investors Bolt Emerging Markets For Daniel Dingus, a director of portfolio management at Fragasso Financial Advisors in Pittsburgh, it was a segment on "60 Minutes" in June about China's failed real-estate developments that put emerging markets' troubles on his clients' radars. Wall Street Journal August 21, 2013 inappropriate or irrelevant content No news for FRAGASSO FINANCIAL ADVISORS right now. Check back soon! Powered by DISCLAIMERS

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