Helping you keep what you already have

At Fort Pitt, we don’t just place emphasis on growing your assets; we also focus on preserving what you already have. Taking into consideration your needs and risk tolerance, we put together an asset allocation strategy that protects our clients while making sure they achieve their goals and[...] Continue reading

Quantitative Easing: To Infinity & Beyond!

Janet Yellen was recently announced as successor to Federal Reserve Chairman Ben Bernanke. The 67-year-old Cal-Berkeley professor will take the reins at the Fed on February 1st, 2014, assuming she is confirmed by the Senate. Market pundits say she will be slightly more dovish than her predecessor, with no predilection for reducing Fed bond purchases as long as the[...] Continue reading

Preparing a Business for Sale

Over the course of the next decade, it’s likely that we will see a demographic tidal wave of business owners who are looking to transition from running their businesses to retirement. For owners who are ready to sell a business, it’s vital to work with a team of professionals who will oversee the (often) lengthy process and guarantee financial short-term needs and[...] Continue reading

Little Known Tax Credit for Charitably-Inclined Business Owners

The Opportunity Scholarship Tax Credit Program (OSTC), formerly known as the Educational Improvement Tax Credit (EITC), provides business owners an opportunity to direct their tax dollars to an educational charity that is close to their heart. Eligible Pennsylvania business owners (see the below eligibility requirements from The Pennsylvania Departments of Community[...] Continue reading

Business Owners Could Be Gambling With Their Retirement

For business owners, planning for retirement has a different twist. Too many are likely depending on the sale of their business to fund their retirement and the lifestyle they have become accustomed to. Unfortunately, this could be the common mistake of having too many eggs in one basket. For our business owner clients we recommend that they plan for retirement just[...] Continue reading