The Five Stages of Your Financial Life

June 1, 2017

For most people, the main time period for generating income takes places between the ages of 25 and 65. And there will be plenty of decisions to make over than 40-year span on what to do with that money. Chris and Aaron highlight the important moves to consider (and to avoid) at each 10-year milestone along the way.

 

Listen to the Fagan Financial Report every Sunday at 10am ET on WGY (810 am/103.1fm) for the latest news and insights on the markets, rates and investing. Make plans to call-in with your money and investment questions and get expert advice from two of the Capital Region’s most trusted and experienced financial managers.

Do you have a financial topic you want the Fagans to address on the show? Send your request using the contact form on the website. Dennis and Chris Fagan of Fagan Associates in Troy, NY will choose the best question submitted each week and answer it on the air.

Don’t forget to visit FaganAsset.com and their facebook page at: https://www.facebook.com/faganasset

The views expressed represent the opinions of Fagan Associates and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.

Additional information, including management fees and expenses, is provided on Fagan Associates’ Form ADV Part 2, which is available upon request.

Any investments presented may be examples of securities held, bought and/or sold in Fagan Associates’ client portfolios. These investments may not be representative of the current or future investments of those portfolios. You should not assume that investments in the securities presented were or will be profitable. Investing in securities is speculative and carries a high degree of risk.  Past performance is no guarantee of future results.

Fagan Associates, or one or more of its officers or employees, may have a position in the securities presented, and may purchase or sell such securities from time to time.

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Fagan Financial Report Question of the Week - Life Cycle Funds

May 24, 2017

Millions of Americans use Life Cycle Funds, either in their 401(k)s or in personal accounts. On this week's 'Fagan Financial Report' (Sunday's at 10am - 810am/103.1fm WGY), Jack from Glens Falls asked Dennis and Chris for their opinions of this simple, hands-off financial strategy.

Listen to the Fagan Financial Report every Sunday at 10am ET on WGY (810 am/103.1fm) for the latest news and insights on the markets, rates and investing. Make plans to call-in with your money and investment questions and get expert advice from two of the Capital Region’s most trusted and experienced financial managers.

Do you have a financial topic you want the Fagans to address on the show? Send your request using the contact form on the website. Dennis and Chris Fagan of Fagan Associates in Troy, NY will choose the best question submitted each week and answer it on the air.

Don’t forget to visit FaganAsset.com and their facebook page at: https://www.facebook.com/faganasset

The views expressed represent the opinions of Fagan Associates and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person.

Additional information, including management fees and expenses, is provided on Fagan Associates’ Form ADV Part 2, which is available upon request.

Any investments presented may be examples of securities held, bought and/or sold in Fagan Associates’ client portfolios. These investments may not be representative of the current or future investments of those portfolios. You should not assume that investments in the securities presented were or will be profitable. Investing in securities is speculative and carries a high degree of risk.  Past performance is no guarantee of future results.

Fagan Associates, or one or more of its officers or employees, may have a position in the securities presented, and may purchase or sell such securities from time to time.

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Fagan Financial Report Question of the Week - Is it Too Late to Buy Tesla?

May 17, 2017

Tesla is more than simply a company that manufactures electric vehicles. Founder and CEO Elon Musk is also into such varied ventures as solar panels, robot software and renewables - and the stock, for the most part, has been soaring, up nearly 100 points the past 52-weeks. Pete from Niskayuna wonders if it's too late to hop on board the Tesla Express. Here's Dennis's highly-charged answer.

Listen to the Fagan Financial Report every Sunday at 10am ET on WGY (810 am/103.1fm) for the latest news and insights on the markets, rates and investing. Make plans to call-in with your money and investment questions and get expert advice from two of the Capital Region’s most trusted and experienced financial managers.

Do you have a financial topic you want the Fagans to address on the show? Send your request using the contact form on the website. Dennis and Chris Fagan of Fagan Associates in Troy, NY will choose the best question submitted each week and answer it on the air.

Don’t forget to visit FaganAsset.com and their facebook page at: https://www.facebook.com/faganasset

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The Proskin Podcast - Episode #16

May 16, 2017

Springtime and nice weather for many people means yard work, and often, property disputes with neighbors. Whether it's trimming bushes/trees or erecting a fence, a minor task can become a major problem. On this edition of the Proskin Podcast, Arnold Proskin shares the best ways to legally handle property issues with neighbors before, during and after they arise.

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Fagan Financial Report - R-E-S-P-E-C-T

May 2, 2017

On the latest edition of the 'Fagan Financial Report' Chris and Aaron discuss ' The 10 Golden Rules of Investing' (Russ Mould). There's one of the rules, in particular, which they believe is extremely important to follow during these current economic times.

Listen to the Fagan Financial Report every Sunday at 10am ET on WGY (810 am/103.1fm) for the latest news and insights on the markets, rates and investing. Make plans to call-in with your money and investment questions and get expert advice from two of the Capital Region’s most trusted and experienced financial managers.

Do you have a financial topic you want the Fagans to address on the show? Send your request using the contact form on the website. Dennis and Chris Fagan of Fagan Associates in Troy, NY will choose the best question submitted each week and answer it on the air.

Don’t forget to visit FaganAsset.com and their facebook page at: https://www.facebook.com/faganasset

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‘Fagan Financial Report Question of the Week’ - Am I Properly Allocated?

April 25, 2017

Bill from Watervliet wonders what we all wonder: Do I have the right balance of stocks, bonds and cash? Dennis and Chris each have their own take on Bill's asset allocation, and their opinions will help you as well.

Listen to the Fagan Financial Report every Sunday at 10am ET on WGY (810 am/103.1fm) for the latest news and insights on the markets, rates and investing. Make plans to call-in with your money and investment questions and get expert advice from two of the Capital Region’s most trusted and experienced financial managers.

Do you have a financial topic you want the Fagans to address on the show? Send your request using the contact form on the website. Dennis and Chris Fagan of Fagan Associates in Troy, NY will choose the best question submitted each week and answer it on the air.

Don’t forget to visit FaganAsset.com and their facebook page at: https://www.facebook.com/faganasset

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The Proskin Podcast - Episode #15

April 18, 2017

On this episode of the Proskin Podcast, attorney Lisa Proskin discusses the legal ramifications of the recent incident of a United Airlines passenger being dragged off a plane, and what rights you have before, during and after you board an airplane.  

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Fagan Financial Report Question of the Week: ETFs vs. Mutual Funds

April 6, 2017

Jim is frustrated over the tax ramifications of buying/selling Mutual Funds and is thinking of switching to ETFs. Dennis and Chris explain the differences between the two investment options, and provide Jim (and you) with some great advice on what his next move should be.

Listen to the Fagan Financial Report every Sunday at 10am ET on WGY (810 am/103.1fm) for the latest news and insights on the markets, rates and investing. Make plans to call-in with your money and investment questions and get expert advice from two of the Capital Region’s most trusted and experienced financial managers.

Do you have a financial topic you want the Fagans to address on the show? Send your request using the contact form on the website. Dennis and Chris Fagan of Fagan Associates in Troy, NY will choose the best question submitted each week and answer it on the air.

Don’t forget to visit FaganAsset.com and their facebook page at: https://www.facebook.com/faganasset

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The Proskin Podcast - Episode #14

April 4, 2017

Proskin Law Firm Attorney Marc Greenwald talks about his duties as "judge" for mock trials, held for young prospective attorneys at the High School, College and Law School levels.

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The Future of Retail in an On-Line World

March 30, 2017

Next-up for Pres. Trump (following the Health Care Reform defeat) is Tax Reform. Does the fate of retail stocks ride on the success/failure of the Border Tax proposal? Here's what Dennis and Chris think:

Listen to the Fagan Financial Report every Sunday at 10am ET on WGY (810 am/103.1fm) for the latest news and insights on the markets, rates and investing. Make plans to call-in with your money and investment questions and get expert advice from two of the Capital Region’s most trusted and experienced financial managers.

Do you have a financial topic you want the Fagans to address on the show? Send your request using the contact form on the website. Dennis and Chris Fagan of Fagan Associates in Troy, NY will choose the best question submitted each week and answer it on the air.

Don’t forget to visit FaganAsset.com and their facebook page at: https://www.facebook.com/faganasset

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