Wealth Management
and Market Notes
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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Fort Pitt Capital Diamond

Employee Spotlight: Cassie Denger

We are happy to introduce our latest Employee Spotlight, Cassie Denger, Client Relationship Specialist at Fort Pitt. She joined the team this summer and has been a great fit ever since. We sat down with her to hear about how she got her start, her favorite memory on the job so far, and more. Check… Continue reading →

Protecting your money

How anti-virus software can help protect your device

Anti-virus, a security program that can be installed on your computer or mobile device, protects a software system against malware, or malicious software, including viruses, worms, Trojans and spyware. Anti-virus programs can prevent cyber criminals from gaining access to your keystrokes and personal documents on any operating system including Mac OS X and Linux. However,… Continue reading →

Blocks that spell "PLAN"

Critical questions for plan sponsors: Do you have written record of the plan minutes and documents?

Written records of retirement plan minutes and documents are essential because if something is not in the file, then technically it didn’t happen. So, if the IRS or the Department of Labor comes knocking at a business and asks about the plan, or why the retirement plan committee has made certain decisions, plan minutes are… Continue reading →

piggy bank with a graduation cap

How to handle unused 529 funds

The rules and regulations surrounding how 529 plan money can be used, are important to understand. While we believe that these plans offer a good option for college funding, failure to comply with guidelines associated with the plan can lead to penalties. 529 plan earnings grow federal tax-free and are not taxed when the money… Continue reading →

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