What Is a Mutual Fund?

Mutual funds are essentially a collection of money compiled from multiple investors. The money is pooled together and professionally managed and invested in things like stocks and bonds according to the investment objectives of the fund itself. Each fund has its own investment objectives and risks as outlined in the prospectus. You can choose the mutual fund that fits[...] Continue reading

Happy Healthy Dogs – From Adoption to Donations & All Things in Between

Bryson Roof, Financial Advisor with Fort Pitt Capital Group, is hosting the webinar, "Happy Healthy Dogs– From Adoption to Donations & All Things in Between" with Amy B. Kaunas, Executive Director of the Humane Society of Harrisburg Area. They will discuss everything from the financial implications of dog ownership to ways to keep our furry friends healthy, plus[...] Continue reading

Quarterly Newsletter 1st Quarter 2021

Rotation   by Daniel Eye  Market Update Equity markets got off to a strong start in 2021, rising for a fourth straight quarter. The S&P 500 Index advanced by 6.2% while posting multiple new all-time highs along the way. The market remained very positive on reopening progress and improving high-frequency economic data amid an accelerating COVID vaccination[...] Continue reading

Benefits of Working With a Registered Investment Advisor (RIA)

Written by: Bill Engel, CFP® | Senior Vice President Working with a Registered Investment Advisor (RIA) can help you develop your investment strategy and manage your assets. They have a fiduciary duty to further your interests, and through their expertise, you can grow and diversify your portfolio without worrying over the finer points of planning. What exactly is an[...] Continue reading

Owning a Business to Owning Your Future Webinar

Fort Pitt Capital Group’s Chris Chaney, a Certified Exit Planning Advisor, is hosting the webinar, "Accelerating Past COVID: from Owning a Business to Owning Your Future," featuring advice from tax and estate lawyers from Dentons Cohen & Grigsby as well as Retirement Plan Services Director Nathan Boxx. We will cover planning a pathway to successful exit &[...] Continue reading