Pros & Cons of Annuities

An annuity, from a very basic standpoint, is an insurance contract. Investors give a set amount of money to an insurance company and, if they “annuitize” their contract later in life, they receive guaranteed income until they pass. The vehicle is a low-risk tool that can help bolster retirement

Skylar Riddle Employee Spotlight

For our latest Employee Spotlight, we sat down with Skylar Riddle, who recently joined the firm as a financial advisor. During our discussion, we learned more about his position, what brought him to Fort Pitt, how he’s been spending his time during quarantine, and his favorite travel destinations.

Client Portal – Final Appt. Instructions

Ways You Can Make Charitable Giving Fit Into Your Financial Plan

December 3, 2019 is an international day of charitable giving known as GivingTuesday. It is predicted to surpass half a billion dollars raised in the U.S. alone. The benefit of financial gifting is two-fold: Fulfilling philanthropic desires Taking advantage of IRS tax deductions Before making charit

Inside the Fort: Growing our team from within

Although this year has been challenging, our staff continues to challenge themselves in new and valuable ways. It’s important that we foster an environment of development and we’re dedicated to cultivating a space of continual growth. Below are highlights of our team hitting new milestones in th