30 June, 2023
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 reading25 May, 2023
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 reading26 April, 2023
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 reading13 April, 2023
Should I Sell My Business
Join 3 Rivers Capital’s Managing Partner, Rob Carskadden, and Fort Pitt’s Financial Advisor and Certified Exit Planning Advisor, Chris Chaney, as they discuss the financial, emotional, and social issues you need to address when selling your business. They will cover a range of considerations, including: Reasons to sell Reasons not to sell[...] Continue reading24 March, 2023