Estate Planning: A Guide to the Afterlife of Your Assets

Financial Advisors Skylar Riddle, CFP®, CPWA®, and Paul Brahan, CFP®, CEPA, CRPC™, host Michael Fiffik, Esquire, to discuss what happens to your money when you die. They cover common questions, such as: What happens when someone dies without a will? Do you need a trust? What taxes will your family pay, and can they be minimized? Who should you call[...] Continue reading

Retirement Resolutions Made Easy: Your Guide to Success in 2025

Fort Pitt’s Financial Advisors, Bryson Roof, CFP®, and David Plante, CFP® discuss financial resolutions and retirement planning for the new year. They provide insights on key topics, including: How to avoid common estate planning mistakes Common budgeting errors Identifying retirement pitfalls And more! Start the new year strong and gain the knowledge[...] Continue reading

Investment Newsletter Fourth Quarter 2024

Another Solid Year in the Books This was another uneven quarter, with the S&P 500 Index higher by 2.4% while most other asset classes – large cap value, small and mid-cap, international equities, and bonds all posted flattish or negative returns. Consistent with full-year 2024 results, mega-cap technology stocks outperformed in the final quarter, propelling the[...] Continue reading

Making a Lasting Impact Through Charitable Giving

Fort Pitt Capital Group Financial Advisors Chris Chaney, CEPA, and Roman Day explain the benefits of charitable giving and share tips to maximize your donations. They discuss various topics, such as: Tax-efficient donation methods Ways to make an impact beyond sending money Qualified charitable distribution strategies for RMDs Donor advised funds[...] Continue reading

When to Hire or Change a Financial Advisor

Getting serious about your finances can open up a world of thrilling opportunities as well as overwhelming possibilities. With seemingly endless investment options, differing opinions, a market that is constantly in motion, and your own evolving goals, it's natural to need guidance. A skilled financial advisor can serve as a trusted guide on the road to and through[...] Continue reading