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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Hand holding money

No Will for Prince? His estate planning mishap

The media recently reported two shocking items: the death of Prince and the possibility that he passed away without a Will. Given Prince’s well-known efforts to control his music and career, this would be surprising. If true, it would not be the first time we have seen a celebrity pass without leaving specific estate directions. The immense… Continue reading →

Blocks that spell "PLAN"

Critical questions for plan sponsors: Do you have fiduciary insurance coverage?

Fiduciary insurance covers fiduciaries to an employer-sponsored retirement plan in the event they are charged with breach of fiduciary duty. It protects and pays the legal liability from claims for alleged failure to act prudently with regards to a retirement plan. Unlike a fidelity bond, that protects business owners from losses that result from fraudulent… Continue reading →

Protecting your money

Not a target for cybercrime? Think again…

Our latest cybersecurity post, courtesy of The SANS Institute, discusses why you could be a target for cybercrime and how you can protect yourself from falling victim. The advent of the internet has allowed criminals to target more people with less risk. The reality is that anyone with a computer, mobile device, credit cards, email… Continue reading →

piggy bank with a graduation cap

Test your financial IQ

A recent global financial literacy study by Standard and Poor’s reveals that only 57 percent of US adults are financially literate. Since April is Financial Literacy Month, we put together a word-list to help our readers become more familiar with common financial terms. Having a better understanding of the jargon from the financial world is… Continue reading →

Fort Pitt Capital Diamond

Employee Spotlight: Lisa Gingerella

For this month’s Employee Spotlight series, we sat down with Lisa Gingerella to hear how she got her start at Fort Pitt as a client relationship specialist and what interesting hobby she enjoys outside of the office. How did you get your start in the financial industry? In 1981, I began working as an administrative… Continue reading →

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