Fusco Financial Associates

01/20/2026

01/15/2026

Last week's dinner during our annual Fusco Financial retreat gave us the perfect moment to pause and reflect on the past year—our wins, our challenges, and the ways we've grown both individually and as a team. Stepping away from the office allows us to look at the bigger picture: how far we've come and how we plan to elevate our work even further in the year ahead.

What drives us is simple: a commitment to becoming better for the people who matter most in our industry—our clients. Every conversation, every strategy session, every reflection is centered on how we can serve more thoughtfully, more effectively, and with even greater impact.

Here's to growth, purpose, and another year of raising the bar.

10/02/2025

History shows us that markets run on fundamentals—not political standoffs. Hear our thoughts on the latest shutdown drama.

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08/28/2025

🌟 FREE Webinar: The Great Wealth Transfer Is Happening Now! 🌟

Are you ready for one of the biggest financial shifts in history?

Join Matthew Smith from Fusco Financial for a powerful session on how wealth is moving across generations—and what it means for YOU.

📅 Sept. 17th | 🕒 6:00 PM
✅ Reserve your spot now:

👀 What's inside:
Who's getting the wealth—and how much
What families and advisors should be doing now
Tips to protect and grow your legacy

💬 Tag a friend who needs to hear this!

07/14/2025

As we kick off Q3, check out our latest market commentary!

Written By: Brandon Hethcoat, CFA

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07/09/2025

Where Are the Markets Headed in 2025?

We're excited to invite you to an upcoming webinar where we'll take a brief but insightful look at how the markets have performed so far this year — and what may lie ahead for the rest of 2025 and beyond. This concise, informative session is designed to keep you up to date and help you confidently position your financial strategy for what's next.

📅 Date: July 23rd, 2025
🕒 Time: 6:00 PM
🎥 Location: Zoom
Register here: https://lnkd.in/edc_Zyw7

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03/26/2025

Big shifts could be coming to Maryland’s estate and inheritance tax laws. What might these changes mean for the way families plan for the future? How Governor Moore is trying to fix Maryland’s Estate and Inheritance Taxes

03/21/2025

There is no client satisfaction without advisor satisfaction, which is why Raymond James ensures advisors have the unique combination of freedom and full support they need to pursue professional happiness.

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv.

For J.D. Power 2025 award information, visit jdpower.com/awards
https://www.raymondjamesconnect.com/aWNazQ

03/20/2025

The legal battle over American Pickers star Frank Fritz’s estate highlights the importance of proper estate planning, clear documentation, and open communication to prevent disputes and protect your legacy. Frank Fritz’s Estate Battle: Lessons on the Importance of Planning Ahead

03/13/2025

🔗 Register now for the webinar on March 26th at 6 PM: https://raymondjames.zoom.us/webinar/register/WN_NkBapMx_SlqJedF9h3Zh9g #/registration

Our upcoming webinar will provide a thorough analysis of the current market environment, offer projections based on available data, and highlight potential opportunities to consider as part of your overall strategy.

03/10/2025

Join us for a concise conversation on where the markets have been thus far in 2025 and a look at where they may be headed for the rest of the year and beyond.

Click the link below to register:
https://raymondjames.zoom.us/webinar/register/WN_NkBapMx_SlqJedF9h3Zh9g #/registration

01/31/2025

China's DeepSeek rattled the tech sector this week, raising questions around the prospects for U.S. AI and reaffirming the importance of portfolio diversification.

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