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

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 reading

How to Hire or Change an Advisor

  Join Fort Pitt Capital Group’s Financial Advisors Cory Phillips, CFP®, CRPC™ and Bill Engel, CFP® as they discuss the process of hiring or changing a financial advisor. Cory and Bill will cover 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[...] Continue reading

Secure Act 2.0 What Plan Sponsors Need to Know Now

Join Fort Pitt Capital Group’s retirement plan services advisor Nathan Boxx, CFP®, along with Faegre Drinker Biddle & Reath LLP partner Brad Campbell, as they cover what Plan Sponsors need to know about Secure Act 2.0. They will highlight and discuss essential points such as: Automatic Enrollment for all new plans Increased tax incentives for small[...] Continue reading

Tax Savings Tips and Strategies

Join Fort Pitt’s Financial Advisor, Beth Lynch, CFP,  and Pamela Swarmer, CPA, as they provide tax-saving tips and strategies for the new year. They will cover various tax planning strategies, including: Accelerating deductions Retirement contributions Charitable Giving And more! *Content is provided for educational purposes[...] Continue reading