Smart Inheritance: How to Keep Wealth in the Family

    Fort Pitt’s Financial Advisors, Daryl Patten and Skylar Riddle, CFP® host guest speaker Ken Ventresca to discuss financial planning for multiple generations. The presentation covers: Structuring your family’s wealth plan Preserving assets for the next generation Minimizing taxes Financial literacy for the next generation And[...] Continue reading

What Happens to Your Money When You Die

    Fort Pitt’s Financial Advisors, Daryl Patten and Cory Phillips, CFP®, CRPC™ host Ken Ventresca to discuss the realities of what happens to your money when you die. The presentation covers: What happens to investment accounts when someone dies without a will? What happens to their debt? To whom should you make the first call to[...] Continue reading

Tax-Conscious Investing and Planning

    Fort Pitt Capital Group’s Financial Advisor Brad Newman, CFP® covers tax-conscious investing and planning topics like: The importance of collaborating with your CPA Qualified vs Non-Qualified Savings Corporate vs Municipal Bonds Roth Conversions Tax Loss Harvesting How to avoid huge unrealized gains Capital gains vs[...] Continue reading

When to Hire (or Fire) an Advisor

    Fort Pitt Capital Group’s Financial Advisor Ted Bovard discuss when and how to hire a financial advisor. He covers frequently asked questions such as: Which advisor is right for me? When should I hire or change an advisor? What questions should I ask a financial advisor? What does the investment process look like? What does Fort[...] Continue reading

How We Choose Stocks

    Fort Pitt’s Financial Advisors, Skylar Riddle, CFP®, and Richard Roberto, CFP®, host Partner and Chief Investment Officer Daniel T. Eye, CFA®, and Investment Analyst Christopher Barto as they share how our team decides what stocks we add to our clients' portfolios. They will cover your questions on the following topics: Fort Pitt’s[...] Continue reading