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

2020 Fixed Income Review & 2021 Outlook

Money Supply As we are all well aware, 2020 was consequential year for all of us. What begun as one of the strongest U.S. economies in history, quickly turned negative towards the end of the first quarter as the  reality of the Covid-19 virus took hold. Unlike the previous economic collapse of 2008-2010, the Federal Reserve learned that massive, early[...] Continue reading

Are My Social Security Benefits Reduced Or Taxed If I Continue to Work?

Each year as we meet with our clients, we receive many questions about Social Security. Our job is to help our clients determine the right time to claim their social security. This advice can help clients save millions. Beth Lynch has written blogs and conducted a webinar on claiming your social security benefits. Are My Social Security Benefits Reduced Or Taxed[...] Continue reading