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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Get financially fit for summer

With summer approaching, many people are motivated to get in-shape for the season. However, the next few months are also a great time to tone up your budget and financial plans. It’s important to get in the mindset that you’re doing this for a healthier you, both from a financial and physical standpoint. Just as… Continue reading →

Fort Pitt Capital Diamond

Employee Spotlight: Jan Ivanoff

For this month’s Employee Spotlight series, we checked in with Jan Ivanoff, a client relationship specialist who joined the team almost a year ago. Coming from an extensive background in the insurance industry, we talked with Jan about her transition into the wealth management space, her day-to-day responsibilities and some fun facts about herself and… Continue reading →

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Energy, the Fed and an unloved market

Yesterday, I returned to CNBC “Trading Nation” to discuss energy, the Fed and the state of the stock market. During the debate, I explained why we’re bearish on the energy sector. Oil and energy are set by the price of the commodity (and whatever pile of rocks you own). We generally tend to stay away… Continue reading →

Understanding misunderstood companies

On Friday, May 13, I appeared on CNBC’s “Nightly Business Report” as the night’s market monitor to discuss misunderstood investments and our long-term, value oriented philosophy. We began the discussion around retail stocks, and why Urban Outfitters Inc. (URBN) falls into this misunderstood category. They are cast as a teen retailer and mall-based, however they… Continue reading →

Blocks that spell "PLAN"

Critical questions for plan sponsors: Do you understand all the fees that you are paying?

As a plan sponsor, it’s your fiduciary duty to understand the fees associated with your plan and if they are reasonable. This is one of the largest areas where breach of fiduciary duty lawsuits originate. There’s several levels of fees. An understanding of how service providers, record keepers and/or custodians are compensated in the form… Continue reading →

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