In a previous blog post, I talked about target-date asset allocation models and why at Fort Pitt we prefer a risk-based approach (check it out here). Recently, I was asked to offer insight to a CNNMoney.com piece about target-date funds. The piece asked the question, “Is your target-date fund ripping you off?” Taking a similar… Continue reading →
As June marks the mid-point of the year, we thought that it would be the perfect time to take a look back at market movements since January, and review where we expect equities and other asset classes to head in the coming months. While we are optimistic for the second half of 2014 and beginning… Continue reading →
The next video we are posting from our 2014 Client Appreciation Event features Senior Vice President Todd Douds, CFA answering a client question on transactions in asset allocation accounts. Watch the video above to hear Todd’s response to the question, “I saw a lot of transactions in my asset allocation account over the summer. What… Continue reading →
At Fort Pitt we don’t just place emphasis on growing your assets; we also focus on preserving what you already have. Taking into consideration your needs and risk tolerance, we put together an asset allocation strategy that protects our clients, while making sure they achieve their goals and objectives.
As part of the asset allocation team at Fort Pitt, one of my main roles is to oversee investment manager due diligence. In the video segment below, I dive deeper into the qualitative and quantitative performance aspects that we look for in each of our investment managers, which in turn provides clients with exceptional investment… Continue reading →