How to Set up a Trust

Written by: Chuck Mattiucci | Financial Advisor Planning for the future financially means thinking ahead to how you'll live in retirement and how much money you'll need to support yourself. It also means considering what will become of your assets after your death. You might have heirs you'd like to leave a significant portion of your estate to. Estate planning[...] Continue reading

Maximizing Your Business’s Value: The Key to Your Best Exit

https://www.youtube.com/watch?v=AT70ucaxQnE&t=710s A note from the Business Advisory Group about this webinar: As a business owner, you’re proud of the results you’ve achieved. When it comes to the value of your business, your future is critical. That’s why your growth potential is one of eight key factors that drive the value of your business. We discuss[...] Continue reading

How to Protect Your Nest Egg in a Volatile Market

Written by: Nathan Boxx, AIF®, CFP® | Director of Retirement Plan Services In a perfect world, your investments' value would always increase without taking the occasional dip or dive. Reality can be a little different than the ideal, though. Investment values do increase, but they can also drop due to market changes. While risk is part of the process of investing[...] Continue reading

2nd Quarter 2021 Newsletter from Fort Pitt Capital Group

As Good as it Gets Market Update Equities posted another quarter of strong returns with the S&P 500 Index advancing by 8.6% and recording its fifth straight quarterly gain. Bullish sentiment was driven by the central bank liquidity tailwind, fiscal stimulus, continued vaccine progress, reopening momentum, and a strong corporate profit backdrop. While equity[...] Continue reading

Top 7 Tips for Succession Planning

If you are like most business owners, your business accounts for the vast majority of your wealth. Therefore, it is vital to give it the careful planning it deserves so that you can make the most of it. Hire succession planning consultants Proper planning is a complicated, multifaceted process that is crucial to realizing the fruits of your labors and the[...] Continue reading