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

Quarterly Commentary for 2nd Quarter 2023

The Rally Marches On Equity markets posted impressive returns in the second quarter, with the S&P 500 Index advancing by 8.7%, marking the third consecutive quarter of positive returns. Similar to last quarter, the technology sector was the top performer and helped to propel broad equity indices higher. However, market breadth improved dramatically, with nine of[...] 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

Should You Carry Disability Insurance Beyond Age 65?

Generally, disability insurance may protect your ability to earn income if you cannot work due to a disability. The insurance could pay a monthly benefit to replace a portion of the income you would make. The benefit periods are limited to specific years stated in each policy.  When planning your financial and life goals, you may wonder if you should carry disability[...] Continue reading

Retirement Basics for Small Business Owners

Small business owners face unique challenges when saving for retirement. Unlike employees who may have access to 401(k) plans or pension benefits, business owners are responsible for funding their own retirement accounts. Retirement Strategies for Small Business Owners Let's review some small business owner retirement strategies. How to Retire From[...] Continue reading