25 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
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 reading9 March, 2023