Cheat Sheet: 5 Steps to Grow Your Wealth During Retirement

You’ve worked hard throughout your life to build your savings. You can continue to grow your wealth in retirement by following these five steps: 1. Keep Investing Investing is an effective way to grow your wealth. If you retire with a substantial nest egg, you can grow it exponentially by stay

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Haley Thorp

Marketing Coordinator Email: hthorp@fortpittcapital.com FOCUS As marketing coordinator, Haley aims to drive the firm’s growth by providing support for the marketing team, conducting research, creating content, planning events, and executing successful marketing campaigns. CAREER HIGHLIGHTS Haley g

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What Is a Mutual Fund?

Mutual funds are essentially a collection of money compiled from multiple investors. The money is pooled together and professionally managed and invested in things like stocks and bonds according to the investment objectives of the fund itself. Each fund has its own investment objectives and risks a

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The Basics Behind Captive Insurance

Written by: Mike Blehar | Founding Partner & Chief Growth Officer As part of a closely-held business owner’s effort to ensure the success of their companies, a captive insurance company can offer a strategic way to help protect the assets in that business. For clients who own businesses that h

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Jennifer Green

Senior Client Relationship Specialist Email: jgreen@fortpittcapital.com FOCUS As a Client Relationship Specialist, Jennifer assists advisors with all facets of client service, including new client onboarding, processing new account paperwork, meeting preparation, money, and asset transfers, and clie

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