Passive Investing Primer

Over the last several years, a debate between “passive” and “active” management has been raging in the investment industry. So far, the passive approach is winning – with the majority of net investment dollars recently flowing into index-oriented mutual funds and Exchange Traded Funds (ETF

Updated – Individual Securities Philosophy WAS

How to Avoid Tax Penalties on Your 529 Refund

Did you or your child receive a refund from college?  If so, that refund could be subject to taxation and a 10% penalty. The IRS could consider this refund as no longer being used for Qualifying Education Expenses.  This refund would then be recharacterized as a taxable distribution. In order to a

Money 101 Saving, Borrowing, and Wealth Building

You work hard for your money. So, make your money work hard for you. Join Fort Pitt Financial Advisors Chris Chaney, CEPA, and Paul Brahan, CFP®, CRPC™ as they create a guide to money, offering a comprehensive overview of building wealth, covering the following key areas: Understanding assets fro

How to Break up With Your Financial Advisor

Breaking up with a financial advisor can be daunting, but it is not uncommon for investors to need to take this step. Building wealth requires a healthy partnership with an industry professional who aligns with your financial needs. When these needs inevitably change, the best outcome starts by tell