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[...] 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[...] 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

Fort Pitt Capital Group to Join Kovitz

NEW YORK – Focus Financial Partners Inc., a leading partnership of fiduciary wealth management firms and related financial services firms, announced today that it has entered into a definitive agreement under which Pittsburgh-based Focus partner firm Fort Pitt Capital Group, LLC will join fellow Focus firm Kovitz Investment Group Partners, LLC. This transaction is[...] Continue reading