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

All About Trusts

    Fort Pitt’s Financial Advisors, Bryson Roof, CFP® and Bill Engel, CFP® host Andrew Rusniak from McNees Wallace & Nurick to discuss what to know about trusts. They cover a range of topics, including: What is a trust Common types of trusts and reasons to use them Who needs a trust How to establish a trust What is the cost[...] Continue reading

Seven Smart Tax Saving Tips

Fort Pitt Captial Group’s Financial Advisor Beth Lynch, CFP®, educated high-income earners about smart tax-saving tips and strategies to implement in the new year. View the webinar or scroll down to read the transcripts. https://youtu.be/vnLn7oL3LZc There aren’t any earth-shattering new tax laws for 2024. Most of the changes are inflation[...] Continue reading

Charitable Giving: Making a Lasting Impact Through Donations

*Scroll down for the full video.* My name is Chris Chaney. I am a senior financial advisor with Fort Pitt Capital Group. We are a money management firm with offices in Pittsburgh, Harrisburg, and Naples, Florida. We provide comprehensive, planning-based portfolio management for individuals, institutions, businesses, and endowments across the country. Our sole focus is[...] Continue reading