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Bonds 101: What To Know Before Investing

Fort Pitt’s Financial Advisors Chuck Mattiucci and Roman Day, discuss what to know about investing in bonds. The presentation answers questions such as: What are bonds and how do they work? What are the different types of bonds? How do changes in interest rates affect bond yields and bond prices? And more! Content is provided for educational purposes[...] Continue reading

Is Paying a Wealth Manager Worth It?

Is Paying a Wealth Manager Worth It Compared to DIY Investing in The S&P 500? A common and fair question we often get is: "Why pay a wealth manager a fee when I could simply invest in the S&P 500 index?" While fees vary depending on assets, let’s use 1% as an example. On the surface, the S&P 500 boasts a strong track record, making that 1% advisory fee seem[...] Continue reading

Mastering Market Volatility Understanding the Impact of Tariffs

Financial Advisors Skylar Riddle, CFP®, CPWA ®, and Eunji Kwon, host guest Lenny McAllister for a nonpartisan discussion about tariffs and navigating market volatility. They cover a range of questions, including: What are tariffs? Why are they imposed? How do tariffs affect the market? And more! Featured Speaker: Lenny McAllister: Lenny is a[...] Continue reading

Investment Newsletter First Quarter 2025

Tariffs Hit Hard After a positive start to the year, equity markets sold off aggressively in March. The S&P 500 Index ended the quarter with a 4.3% decline and briefly slipped into “correction” territory (defined as a 10% decline from the previous peak). The consumer discretionary and technology sectors were hit the hardest, with the Nasdaq Index down over 10%.[...] Continue reading

The Power of Trusts Protecting Your Assets & Legacy

Financial Advisors, Bill Engel, CFP®, David Plante, CFP®, and Lance Sherry, JD, CFP®, discuss the power of trusts and how to protect your legacy. They will cover a range of topics, including: What is a trust Common types of trusts and reasons to use them Who needs a trust How to establish a trust What is the cost And more! Content is provided[...] Continue reading