Juggling Act: How to Pay for College

According to a recent study published by USA Today, analysts found that post-recession, parents can only afford to contribute about 27 percent of personal funds to their children’s college costs, a statistic that has lowered from previous years. The rising cost of college tuition rates combined with high unemployment and a tepid economic recovery are becoming an[...] Continue reading

Introducing Jay Sommariva

We are pleased to share with our readers and clients the addition of Jay Sommariva to our team. Jay joined us last month and will be directing our fixed income group. As vice president and senior fixed income portfolio manager, Jay will be responsible for analyzing and allocating our fixed income portfolios. Jay previously served as vice president and senior portfolio[...] Continue reading

Financial Education 101 (For Parents)

We are nearly halfway through the summer and before you know it, kids will be heading back to school. For parents who are getting ready to send their children off to universities across the country, different preparations are taking place beyond the purchase of school supplies. Most of these young adults will be living independently for the first time in their lives,[...] Continue reading

Fort Pitt recognized in RIA rankings

We are pleased to announce that we have been added to Financial Advisor’s 2013 RIA Ranking, which was released in the July issue of the magazine and featured on the outlet’s website. Included in the top 25 percent of all firms nominated, Financial Advisor based their ranking on reported growth in assets during 2012, assets per client, and other notable[...] Continue reading

Certified Financial Advisor Tip- How Do I Recreate a Paycheck in Retirement?

Important Certified Financial Advisor Tips to Re-create a Paycheck in Retirement You have accumulated assets, and your retirement date is rapidly approaching, now you ponder the appropriate steps to transition your investment portfolio into a predictable retirement income stream. How do you coordinate various investment accounts to effectively recreate a paycheck in[...] Continue reading