Charitable Gifting Strategies – Make the Most of Your Donations

Katharine Perry from Fort Pitt Capital Group talks with guests Amy B. Razem, CAP® from the Pittsburgh Foundation, and lawyer Nicole Phatak about making the most of your donations. They cover topics like: Tax-efficient donation methods Ways to make an impact beyond sending money Qualified charitable distribution strategies for RMDs Donor advised funds[...] Continue reading

2020 Fixed Income Review & 2021 Outlook

Money Supply As we are all well aware, 2020 was consequential year for all of us. What begun as one of the strongest U.S. economies in history, quickly turned negative towards the end of the first quarter as the  reality of the Covid-19 virus took hold. Unlike the previous economic collapse of 2008-2010, the Federal Reserve learned that massive, early[...] Continue reading

Are My Social Security Benefits Reduced Or Taxed If I Continue to Work?

Each year as we meet with our clients, we receive many questions about Social Security. Our job is to help our clients determine the right time to claim their social security. This advice can help clients save millions. Beth Lynch has written blogs and conducted a webinar on claiming your social security benefits. Are My Social Security Benefits Reduced Or Taxed[...] Continue reading

Tip of the Month: The Difference Between Strategic And Tactical Asset Allocation

At Fort Pitt, our financial consultants discuss the overall risk tolerance and objectives with each client to determine an appropriate asset allocation. Once that allocation is determined, our portfolio managers will distribute the capital both strategically and tactically to invest with a focus on what is best for each individual client. So, you may be asking yourself,[...] Continue reading

Beating a Better Benchmark

We spend a good amount of time talking about portfolios, performance, and benchmarks because your money must be working for you as effectively as possible. I do, however, sometimes think that these conversations can lead to us missing the forest around the true benchmark that matters - the realization of your financial goals. What Is a Benchmark? First, let's talk[...] Continue reading