November 30, 2021


Dennis Fagan
Aaron Fagan
May 20, 2021

Gardening Compared To Investing

We love to use analogies and especially like this one so therefore we tend to use something similar during the onset of the Spring growing season.

Read More
May 12, 2021

Nothing Average About This Analysis

Over the past 25 years for the calendar year-ending 2020 the S&P 500, excluding dividends has returned an average of 7.50% on an annualized basis.

Read More
April 23, 2021

Looking Ahead

The stock market continued its upward sloping trend during the first quarter, as a third stimulus package along with the most dovish Federal Reserve we have witnessed during our more than 30 years in business provided the necessary tailwind.

Read More
April 16, 2021

Dimon Hands - And Words

Other than the annual words of wisdom from “the Oracle of Omaha”, Berkshire Hathaway CEO Warren Buffett, no other annual letter to shareholders is more eagerly awaited by those of us in the financial services industry than that of JP Morgan CEO Jamie Dimon.

Read More
April 6, 2021

Fundamentals Of Investing

Experience is very underrated by those that do not have any!

Read More
March 30, 2021

Buy And Hold Never Existed

Shareholders of General Electric are painfully aware of the fact that taxes are a secondary consideration when deciding whether or not a particular holding should be sold.

Read More
March 22, 2021

Beware: Common Fallacies Lurking Nearby

Let us begin with the low hanging and tempting fruits of fallacy - hot hand, gamblers, and sunk cost to name a few.

Read More
March 12, 2021

Average Isn't Normal

Over the past 25-years for the calendar year-ending 2020 the S&P 500, excluding dividends, has returned an average of 7.50% on an annualized basis. Add in a couple percent in dividends and that average moves up to a little over 10 %. However, the lack of statistically normal dispersion around the mean/average is discomforting for many investors during times of market volatility.

Read More
February 25, 2021

Bonds, A Briefing on Bonds

Given the multi-trillion dollars of government stimulus that’s has already come into the economy — and more on the way — many expect interest rates to rise.

Read More
February 18, 2021

Monetary Policy V. Fiscal Policy

Monetary and fiscal policy are the two most widely recognized tools used to influence a nation’s economic activity.

Read More
January 22, 2021

Fagan Financial Report - Is It Time To Connect With 5G?

With all the talk about 5G, and the impact this latest generation of wireless network technology will have on our lives, you’ve likely considered adding some 5G stocks to your portfolio. Let Dennis and Aaron hook you up with some of the ones that they like.

Read More
January 9, 2021

Why We're Confident - And You Should Be, Too

Given the recent chaos in Washington, including what took place this past week, many clients have reached out to express their concern for their financial well-being. We don’t blame them. To us, financial health is one leg of the four-legged stool that includes health, family and for most of us, a spiritual component. We are keenly aware that without financial security, life becomes challenging. We work extremely hard to enhance that security for all our clients.

Read More
December 4, 2020

Fagan Financial Report - It's Time To Think Small - For Big Gains

Dennis believes the time is right to take profits from your high-flying, large cap winners and allocate some in mid- and small cap stock funds. Here are a few suggestions:

Read More
November 17, 2020

Revisiting Our Pre-Election Prognostications

Assuming Joe Biden does become our 46th President, consider this fact:

Read More
November 12, 2020

Fagan Financial Report - How To Mesh Old And New Retirement Plans

Starting a new job and have a 401K with an old employer? A caller to this week’s show is in this situation. At 37, he wondered if he should combine his former and current retirement plans into his old 401K OR roll the old funds into a new IRA. Dennis has the answer.

Read More

Interested in how we can help you strengthen your financial future? Let's Connect!

Contact Us