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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Checking under the hood of your target-date fund

In a previous blog post, I talked about target-date asset allocation models and why at Fort Pitt we prefer a risk-based approach (check it out here). Recently, I was asked to offer insight to a CNNMoney.com piece about target-date funds. The piece asked the question, “Is your target-date fund ripping you off?” Taking a similar… Continue reading →

Rocky relations between Google and Apple

Last week, I participated in a Marketplace Radio segment, speaking on the rocky deal between Google (GOOG) and Apple (APPL). Google has been the default search engine in Apple’s Safari browser, creating a marriage that has been mutually beneficial on both ends. With this deal in place, Apple hasn’t had to create its own separate… Continue reading →

Investing in municipal bonds as interest rate hike looms

Speculation has been renewed over a hike in interest rates — after all, the increase has been pending for the last three years… Reuters practice management reporter Hilary Johnson decided to provide her advisor readers with tips on how to discuss muni bonds with clients, given that a rate hike seems to be imminent. I… Continue reading →

Don’t let resolutions fizzle: Financial tips for 2015

Earlier this month, I was quoted in the CNBC article, “10 financial steps that will set you up for 2015,” which outlined actionable monetary goals that individuals should capitalize on while they’re ready to start fresh. While January is a great time to make financial changes, it’s important to implement long-term plans so that the… Continue reading →

PNC Financial earnings report, estimates and outlook

With fourth quarter earnings reports in full swing, I was recently quoted in the Pittsburgh Business Times by reporter Patty Tascarella about the possibility of PNC Financial Services Group beating estimates for the twelfth consecutive quarter. I told her I was curious to hear if the company still has their balance sheet positioned for an… Continue reading →

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