Financial Planning: A Guide to Building Your Wealth

    Watch Fort Pitt Financial Advisor Emily P. Franco, CFP®, and Financial Planner Andrew Van Treeck, CFP®, as they review the basics of financial planning. The discussion will answer questions such as: What is a financial plan? Who needs one? Why is it important? What are the key components of a successful financial plan? How does[...] Continue reading

All About Insurance

    Watch Fort Pitt Financial Advisor Brad Newman, CFP® discuss insurance basics and how it fits into Fort Pitt’s financial planning strategy. The discussion covers: Fort Pitt’s holistic planning strategy Different types of insurance to address your needs Reasons why you might need insurance Life phases of insurance Commonly[...] Continue reading

Maximizing Your Military & Veteran Benefits

    Join Fort Pitt’s Financial Advisor, Bryson Roof, CFP®, and Attorney, Michael Quatrini, as they discuss frequently asked questions regarding how to maximize military benefits, including questions related to Agent Orange, Camp Lejeune, and service-related injuries. About the Host: Bryson has a rich family history of patriotic military service[...] Continue reading

All About Trusts

    Join Fort Pitt’s Financial Advisor, Chuck Mattiucci, as he hosts Senior Vice President and Head of Focus Fiduciary Solutions Ted Simpson to discuss the things you need to know about trusts. They will 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[...] Continue reading

How We Choose Stocks

    Fort Pitt’s Chief Investment Officer Daniel T. Eye, CFA®, and Investment Analyst Chris Barto as they share how our team decides what stocks we add to our clients' portfolios. They will cover your question on the following topics: Fort Pitt’s investment philosophy The types of stocks or companies Fort Pitt likes to invest in Stock[...] Continue reading