NEWS & COMMENTARY

Technical Tuesdays

Have an Exit Strategy

 FSA’s investment philosophy is based on 2 key concepts: Follow the Money Have an Exit Strategy. In this video, Ron Rough, FSA’s Director of Portfolio Management explains how FSA […]

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Follow the Money

“Follow the Money” is the first principle of FSA’s investment approach. In this week’s episode of #TechnicalTuesdays, Ron Rough, FSA’s Director of Portfolio Management, explains what “Follow the Money” means […]

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Employer Match Explained

 Employer Match is a contribution made to your retirement plan by your employer and is dependent on your contributions to your plan. In our latest episode of Technical Tuesdays, […]

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What is a QCD?

QCD stands for Qualified Charitable Distribution and can be an advantageous way to make a gift to your favorite charity. Kim Scott, CFP®, explains what a Qualified Charitable Distribution is, […]

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Why Does FSA Use Active Investment Management?

Active investment management involves adjusting your portfolio allocation according to trends in the market.  Ron Rough, CFA, FSA’s Director of Portfolio Management, explains the difference between active and passive investment […]

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What is an RMD?

RMD stands for Required Minimum Distribution, and is the source of many of the questions we get from clients at FSA.  In her #TechnicalTuesday debut, Kim Scott, CFP®, explains what […]

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