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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Treading water in choppy markets

As buyers of companies — and not stock pickers — we keep a close eye on earnings. Unsurprisingly, it’s been flat with some hits and misses so far this year. This leads investors to be “treading water” in the current choppy market environment. However, there is always opportunity for value investors. Companies are constantly reinventing… Continue reading →

How your retirement game plan is like the Super Bowl

With one of the biggest national sporting events fast approaching, football is top of mind for many. On the flip side, while it may not garner as much attention, your impending retirement will also be here before you know it.  As it turns out, your retirement plan shares a few similarities to the Super Bowl.… Continue reading →

Charlie’s month-end reading list

It’s time for our first month-end reading list of 2016. Here are some articles that caught our eye! “Barclays oil ETN is completely disconnected from commodity’s price,” by Chris Dieterich, reports that a popular oil-tracking exchange traded note (ETN) has gained a massive premium over the value of the commodity it is supposed to track.… Continue reading →

Munis outperformed in 2015

Given that munis generally follow the pattern of Treasuries, the outperformance provided a nice hedge against other broad based indices. Longer dated and lower credit munis outperformed shorter dated maturities as the extra yield became attractive. Contrary to conventional wisdom, a high proportion of the performance came after the Federal Reserve (FED) raised interest rates… Continue reading →

Finding value stocks in a tumultuous market

I made my first appearance on CNBC’s “Trading Nation” this week to take a look at continued volatility in the energy market and to explain how Fort Pitt invests in equities during tough and unpredictable times. We do not consider ourselves stock pickers, we are investors in companies and are always looking for value. In… Continue reading →

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