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

CNBC logo

CNBC: Tech poised to do well in Trump presidency

This week I came back to CNBC to talk about the technology sector post-election day. While the sector has experienced a bit of a drop since Donald Trump was announced President-elect, the business of these stocks have not changed and we remain positive in regards to the sector. Also, Trump’s claims to tax and deter… Continue reading →

iPhone

How to invest in “any economy”

Earlier this week, I appeared on Fox Business “Countdown to the Closing Bell” with host Liz Claman to weigh in on current market conditions and strategies for investors to consider over the short- and long-term. Liz and I discussed Fort Pitt’s investing philosophy – namely why we look to buy good companies in unloved sectors,… Continue reading →

5 books with an apple on top

Charlie’s month-end reading list

Another month has come and gone, which means it’s time to share some interesting articles circulating at Fort Pitt. Check them out: First is “Looming deadline: Small businesses prep for overtime rules,” by Joyce Rosenberg at The Associated Press. This piece examines upcoming changes to Federal overtime regulations affecting 4.2 million workers starting December 1.… Continue reading →

Fort Pitt Capital Diamond

Employee Spotlight: Robin McMillan

For the latest in our Employee Spotlight series, we checked in with Robin McMillan, receptionist and administrative assistant at Fort Pitt, who is coming up on her 10-year work anniversary in the coming months. We discussed her role at the firm, what career traits are important to her, and some fun items she has planned… Continue reading →

CNBC logo

CNBC: Value in the rally

This week, I returned to CNBC “Closing Bell” to discuss market conditions ahead of the Thanksgiving holiday. With the rally in mind, anchors ask what stocks we’re currently interested in. Almost everyone uses social media and the internet, and the way it gets delivered to us is through a phone or other connection. We like… Continue reading →

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