Tip of the month: Strengthening your relationship with your financial advisor

Written by: Emily Franco, CFP® | Financial Advisor There are plenty of articles and websites dedicated to providing people with dating and marriage advice. These sources share tips on how to move in with someone, when to introduce them to your parents, and how to deal with a significant other's quirky behavior. However, another relationship worth looking to improve[...] Continue reading

A Q&A on Target Date Funds: An All-in-One Solution?

According to recent studies from Pensions & Investments, of the $3.7 trillion in defined contribution assets, 20 percent comes from target date funds. Since 2015, there has been a steady increase in these vehicles. We sat down with Denny Baish, senior investment analyst and portfolio manager, to hear his thoughts on target date funds, and the ins and outs that[...] Continue reading

Trending in the Cyber Criminal World: Personalized Scams

Unfortunately, cyber criminals continue to evolve and invent new ways to steal individual’s money or information. One new technique that is becoming more apparent is personalized scams: when a cyber criminal finds or purchases a database of people’s names, passwords, phone numbers or other details, and then targets the individual through this information. The new[...] Continue reading

How Investors Can Pick Solid Equities

It can be overwhelming for investors to choose where to invest their money. And, it’s important for them to remember that when they buy a stock they become a partial owner of the company. In order to take some of the pressure off of picking the perfect equities to invest in, I’d like to share some of the criteria to be aware of when making decisions to better identify[...] Continue reading

How to Manage Concentrated Stock Holdings

At Fort Pitt Capital, we review the portfolios of clients and prospective clients to determine if they are invested too heavily in one industry or company. Why is concentration a problem? No company is bulletproof, and a significant hit to a big position can wreck your overall returns. Whether you’ve acquired a position through compensation or bonuses, received shares[...] Continue reading