Wealth Management
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ram·part /ˈram-pärt/ Noun 1. A defensive wall of a fort or castle. 2. A means of protection or defense.

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5 books with an apple on top

Charlie’s month-end reading list

We did some spring cleaning and found a few interesting articles floating around. Check out our favorites below: The first piece, “Restoring sight to over 4M people,” is a CBS article that discusses the important work of two internationally renowned eye surgeons. Drs. Sanduk Ruit and Geoff Tabin have worked to eliminate cataracts and other… Continue reading →

piggy bank with a graduation cap

3 money mistakes college grads make

It’s college graduation season, which means that many young millennials will embark on their journey to full-fledged adulthood. Post-grad life involves many ‘firsts,’ including your first salaried job, first time living on your own, and the first time you face financial responsibility. Upon graduating college, the real fiscal education begins. To make it seem a… Continue reading →

401k spelled in pennies

Happy 70.5 Birthday, baby boomers!

The first wave of baby boomers started turning 70.5 in July 2016, and over the next 18 years roughly 10,000 boomers per day will hit this milestone. But why is this age an important one for retirees? Once you reach age 70.5, you have to begin taking the required minimum distribution (RMD) annually from your… Continue reading →

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Tip of the month: What to know about robo advisors

Skim any financial services news outlet and you’ll find coverage regarding “robo” advisors. Technology obviously plays an ever-greater role in virtually every industry, and financial services is no different. Investopedia defines robo advisors as “online wealth management services that provide automated, algorithm-based portfolio management advice without the use of human financial planners.” At Fort Pitt, we understand the allure of… Continue reading →

piggy bank with a graduation cap

Children and money: How parents can improve kids’ financial literacy

April is Financial Literacy Month, and while important year round, we want to highlight the significance of building a foundation for financial education. Young adults may not know how to set themselves up for success and can get into trouble before they even know they are being financially irresponsible. Parents can help by making financial… Continue reading →

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