How to Ace All 4 Life Stages of Financial Planning Part 1: Getting Started & Building Wealth

Join Fort Pitt Capital Group’s Financial Advisor Cory Phillips, CRPC®, as he discusses the first two stages of Financial Planning: Getting Started Building Wealth From just starting out to growing your saving into the six figures, Cory will provide tips and insights on: Understanding your personal and financial circumstances Setting Goals[...] Continue reading

3 Ways to Gift Money to Your Grandchildren

As a grandparent, you love your grandchildren and want to help them succeed. One way to achieve this goal is by providing financial assistance. This method helps your descendants have a good start in life, and it also benefits your relatives by reducing the size of your estate and the taxes due after you pass away. Here are three ways for grandparents to give money to[...] Continue reading

Do You Need Life Insurance After You Retire?

Many individuals have life insurance to provide for their families after their death. If you are retired or considering retirement, you may wonder whether you still need a life insurance policy. This guide covers the factors to consider and how you could benefit from life insurance after you retire. How Life Insurance Fits In Life insurance helps a household manage[...] Continue reading

Third Quarter Market Update

Equity markets rallied from mid-June through mid-August, with the S&P 500 Index advancing by almost 18% over that two-month stretch. This bounce was primarily attributable to the narrative that the Federal Reserve would pause or pivot away from their aggressive interest rate hiking campaign. However, Fed Chairman Jerome Powell torched the idea of a policy pivot[...] Continue reading

Is an ESOP right for your business?

Click Here to Request a consultation about an ESOP for your Business Section 1. ESOP Overview By Doug Ellis Important ESOP Numbers: There are roughly 6,500 ESOPs covering more than 14 million participants Publix Super Markets Black & Veatch Jasper Engines & Transmissions 57% of ESOPs are in S corporations Industries of ESOP[...] Continue reading