Tax-Conscious Investing and Planning

    Fort Pitt Capital Group’s Financial Advisor Brad Newman, CFP® covers tax-conscious investing and planning topics like: The importance of collaborating with your CPA Qualified vs Non-Qualified Savings Corporate vs Municipal Bonds Roth Conversions Tax Loss Harvesting How to avoid huge unrealized gains Capital gains vs[...] Continue reading

Stock Market and Presidential Elections

The stock market allows investors to invest in high-quality companies each day. This is an effective way to grow your wealth over time, but several factors can affect how the stock market performs. It’s essential to be aware of how elections impact the stock market over the short term and what strategies you can implement for your investments to counteract stock market[...] Continue reading

Are Insurance Proceeds Taxable?

In the aftermath of loss or disaster, taxes are the last thing you want to consider. However, being tax-compliant is necessary. Understanding the tax implications of your insurance proceeds is vital to help you navigate financial matters successfully after unforeseen events. These implications can vary depending on the nature of your claim, insurance type, and local tax[...] Continue reading

When to Hire (or Fire) an Advisor

    Fort Pitt Capital Group’s Financial Advisor Ted Bovard discuss when and how to hire a financial advisor. He covers frequently asked questions such as: Which advisor is right for me? When should I hire or change an advisor? What questions should I ask a financial advisor? What does the investment process look like? What does Fort[...] Continue reading

How We Choose Stocks

    Fort Pitt’s Financial Advisors, Skylar Riddle, CFP®, and Richard Roberto, CFP®, host Partner and Chief Investment Officer Daniel T. Eye, CFA®, and Investment Analyst Christopher Barto as they share how our team decides what stocks we add to our clients' portfolios. They will cover your questions on the following topics: Fort Pitt’s[...] Continue reading