Employee Spotlight: Kaitlyn Haney

For our latest Employee Spotlight, we spent some time with Kaitlyn Haney, who recently joined the team as a client relationship specialist (CRS). During our sit down with Kaitlyn, we discussed her current responsibilities, aspirations and her favorite vacation destination. What is your job title and what are your main responsibilities in an average day? I’m a CRS, I[...] Continue reading

New to Motherhood? Financial Tactics for Different Scenarios

I recently came across an interesting article in MarketWatch that highlighted the financial and lifestyle stressors that many new mothers experience. The “mommy effect,” as the author calls it, is something many young women may experience - being new to motherhood, trying to juggle a career, an expanding family, and even their changing views on employment. While[...] Continue reading

Tip of the Month: Trust the Process & Prevent Buyer’s Remorse

In the world of investing, it’s common for some people to experience a bit of buyer’s remorse. Not the kind you get when you make a big Black Friday purchase, but the kind investors might experience during times of market volatility or turmoil. But, we understand that it can be tricky to take emotion out of investing and that’s why we’re here to help. This[...] Continue reading

The Art of Dodging Phone Call Scams & Attacks

Not all cyber criminals are evil geniuses. Many cyber attacks happen with an old-fashioned phone call, mainly because there are fewer security regulations and it’s easier to convey emotion to trick people. Here are the most common clues a phone scam is happening: The caller identifies as a government tax department or tax collection service to squeeze your[...] Continue reading

Fort Pitt recognized on Financial Advisor ranking (again)

We’re excited to share that Fort Pitt is included in Financial Advisor’s annual RIA ranking once again! Financial Advisor released the elite list in their July issue of the magazine. Over 707 national firms were recognized and Fort Pitt ranked 120th in the nation. Regionally, Fort Pitt ranked 7th out of 31 Pennsylvania based firms. To create this list, the ranking[...] Continue reading