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.

Popular Categories

Charlie’s mid-month reading list

It has been a busy month here at Fort Pitt Capital Group. So busy, in fact, that it was difficult to sort out the stuff we wanted to share. Below are several articles we found particularly interesting. In a fascinating memo that captures our investing approach and has become a core reading, Howard Marks shares… Continue reading →

Employment report & market direction

On Friday, April 4, I returned to CNBC’s “Closing Bell” market panel to discuss market outlook amid reactions to the most recent jobs report. Ultimately, the employment report fell below hopes, presenting merely “good” rather than “great” results. Perhaps great results would have kept large momentum stocks going, but instead we witnessed a fall. Check… Continue reading →

Bad money habits children inherit

Of all the knowledge and habits that children inherit from their parents, perhaps some of the most important skills that are passed down are financial skills, though they are not always good. How parents interact with money and practice their financial habits can have a profound impact on their children. Last week, I was included… Continue reading →

Our outlook on domestic energy

I was recently invited to appear on Fox Business “After the Bell” to help make sense of the day’s market activity and offer Fort Pitt’s perspective on investments. As our clients and blog readers know, we take a long-term approach when it comes to client portfolios. One of the sectors that fits with our philosophy… Continue reading →

Financial planning for Gen Y

Earlier this month, I was included in a Financial Planning article that outlines how advisors are working with Gen Y, especially as this demographic faces unique challenges such as increasing student loan debt and a volatile job market. Reporter Martha White highlights that while advisors aim to attract younger generations, Gen Y came into adulthood… Continue reading →

##################################################### #####################################################