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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Financial New Year’s Resolutions

When it comes to financial plans during the holiday season, getting off track may cause many individuals and families to spend the rest of the next year playing catch-up. Overextending your budget during the holidays can impact your ability to put money away for retirement, college savings, and all other facets that are integral to… Continue reading →

Charitable giving strategies for the holidays

According to the Giving USA Foundation, charitable donations totaled $335 billion last year, rising 4.4 percent from 2012 efforts. As we near the holiday, people have become increasingly interested in charitable giving. Here are a few key thoughts for those who are considering making a charitable gift before the end of the year. A successful… Continue reading →

Charlie’s month-end reading list

Since November is already at a close, it’s time for another round of reads from the team at Fort Pitt. Check it out: First up is Beth Reinhard and Damian Paletta’s Wall Street Journal article, “How the economy is stoking voter anger at incumbent governors,” which examines the US economic recovery. While unemployment is down… Continue reading →

Happy Thanksgiving!

We hope everyone enjoys the holiday season and has a wonderful Thanksgiving celebration this week. As we reflect and take the time to give thanks, we of course want to express our gratitude to our clients and blog readers. 2014 has been a great year for Fort Pitt Capital Group, as we were able to… Continue reading →

Market headlines as the buying season approaches

My latest CNBC “Closing Bell” appearance dissected recent market activity. I weighed in on international markets, pointing out that while China is ripe for investment, investors should tread carefully. In addition, I appeared on Fox Business “After the Bell” to offer perspective on how current financial headlines could impact investors. I weighed in on Apple… Continue reading →

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