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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Protecting your money

How to protect yourself against malware attacks

Malware, or malicious software, is a computer program that sophisticated cyber criminals install on your computer or device to gain access to your personal information and online activities. These cyber attackers make a profit by selling your device’s stolen information, sending spam emails and even preventing a user from accessing their own files until a… Continue reading →

Fort Pitt Capital Diamond

Employee Spotlight: Leigh Fleming

Leigh Fleming, a CRS here at Fort Pitt, joined the firm one year ago. We sat down with her for our latest Employee Spotlight to catch up on her work anniversary, what she likes best about her role on our team, and to learn a bit about her family and their vacation traditions. Take a… Continue reading →

Microphone

Podcast: Brexit’s impact, fiduciary updates, and more…

Recently, I joined The Lange Money Hour radio show for a lively Q&A with host Jim Lange. Jim and I discussed the June Brexit vote and how it might impact financial markets, as well as issues surrounding the “fiduciary rule” recently issued by the Labor Department. We also laid out the basics for investing in… Continue reading →

Blocks that spell "PLAN"

Critical questions for plan sponsors: Who is a fiduciary?

In addition to knowing who the plan fiduciaries are, it’s important to recognize if you are a fiduciary. So, who can be a fiduciary? A fiduciary could be a business owner sponsoring a retirement plan, the named trustee of the plan, and/or retirement plan committee members, which we’ve previously noted. To take this one step… Continue reading →

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Market update: Bonds, equities and gold

On July 13, I returned to CNBC’s “Trading Nation” to discuss concern over the shifted relationship in dividend yields and bond yields, as well as the fluctuating gold market. The shift in dividend and bond yields is the first since the two flipped in 1959 when dividend yields fell below bond yields. Previously, people valued… Continue reading →

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