Blog
How High-Net-Worth Families Should Guard Against Deepfakes, AI Fraud and Digital Impersonation
AI-driven fraud is no longer a theoretical risk. Voice cloning, digital impersonation and sophisticated phishing schemes are happening daily, and the tactics are getting harder to detect. For high-net-worth individuals and families, the targeting is more deliberate and the stakes are higher.
Mid-Year Financial Stress Test: How to Evaluate Whether Your Investment Plan Still Holds
Many investors set a financial plan at the start of the year and don’t reassess it until December. That’s too long to wait. By mid-year, enough has typically happened to make a review not just worthwhile, but necessary.
How Public Figures Can Protect Personal and Business Interests From the Spotlight
For high-visibility leaders, athletes, executives and public figures, financial risk comes not only from the market, but from personal exposure itself. The more visible someone becomes, the more deliberate their financial structure needs to be.
A Wealth Manager's Checklist: Financial Moves to Make
Before Q4
As the fourth quarter approaches, the biggest risk for most investors is a breakdown in communication between clients and the professionals managing their money, leaving time-sensitive opportunities on the table until it’s too late to act.
Jeffrey Fratarcangeli Talks Inflation, Gas Prices and Budgeting Strategy on FOX2's The Pulse
Jeffrey Fratarcangeli, founder and CEO of Fratarcangeli Wealth Management, returned to FOX2 Detroit's The Pulse for a conversation on two financial stories dominating headlines: persistent inflation and a surprisingly strong Q1 earnings season.
Fratarcangeli Wealth Management’s Spring Gathering brings racing, community and conversation to The Motor Guild at Pontiac’s M1 Concourse
On May 28, Fratarcangeli Wealth Management partnered with The Motor Guild, a private motorsports club at M1 Concourse in Pontiac, to host its annual Spring Gathering. The event marked the official kickoff of the 2026 driving season, just ahead of the Detroit Grand Prix.
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How Investors Should Think About Portfolio Concentration Risk in an AI- and Tech-Driven Market
Artificial intelligence (AI) and large-cap technology companies have driven a significant share of recent market performance. Headlines highlight rapid innovation, stock valuations expand quickly and wealth is created at a pace that feels unprecedented.
How to Set Your Children Up for Financial Success Early
Wealth is not just transferred, it is taught. When families think about preparing children for financial independence, the conversation often begins and ends with college savings accounts. While tools like 529 plans and custodial accounts are important, long-term financial success requires more than funding education.
How to Get Ahead of Summer Internships in Wealth Management
Competition for summer internships in wealth management and financial advisory firms has intensified. Students often assume the process begins during their junior or senior years. In reality, the most competitive candidates start much earlier.
Should You Trust Financial Advice from Finfluencers?
Finfluencers share financial content on TikTok, Instagram, and YouTube, but their advice rarely accounts for your full financial picture, long-term goals, or risk exposure. The key risks: lack of personal context, undisclosed conflicts of interest, and emotionally charged content designed for engagement rather than sound decision-making.
What Do the Midterm Elections Mean for Your Wealth Strategy?
Midterm elections introduce political uncertainty and market volatility, but long-term performance has not been meaningfully determined by which party holds power. The key strategies: maintain discipline, preserve liquidity for both protection and opportunity, avoid freezing, and stay focused on fundamentals rather than political noise
The Psychology Behind Year-End Giving: How Philanthropy Shapes Wealth Management and Legacy Planning
As the year winds down, many individuals and families begin thinking more intentionally about charitable giving. For some, the motivation is rooted in tax strategy; for others, it is driven by gratitude, perspective and purpose.
Year-End Capital Gains Distributions: What to Review Before December 31
Wealth Year-End Capital Gains Distributions: What to Review Before December 31
As the calendar year draws to a close, many investors focus on performance and forget a key detail that can affect their tax bills: capital gains distributions.
Wealth Management Best Practices for Every Age Group.
Wealth management is not a one-size-fits-all process. Each stage of life brings different priorities, risks and responsibilities. But the core principles that drive long-term financial success – discipline, consistency and adaptability – apply at every age.