7 Steps to a Successful Financial Plan

What’s your plan? David Zabela, Financial Advisor with Fort Pitt Capital Group, hosts the webinar, "7 Steps to a Successful Financial Plan" with Financial Planning Specialist, Demetrius Kokales. They share the 7 important steps needed for a holistic financial plan that can set you up to achieve your goals. David also covers how these steps may differ during various life[...] Continue reading

Quarterly Newsletter 1st Quarter 2021

Rotation   by Daniel Eye  Market Update Equity markets got off to a strong start in 2021, rising for a fourth straight quarter. The S&P 500 Index advanced by 6.2% while posting multiple new all-time highs along the way. The market remained very positive on reopening progress and improving high-frequency economic data amid an accelerating COVID vaccination[...] Continue reading

Current Cyber Fraud Trends

Hackers and those that commit cyber fraud are becoming more and more sophisticated. We understand the importance of protecting your family and financial assets from cybercrime and want to share the latest tips and tricks to keep you safe. In our next webinar, Fort Pitt Capital Group Advisor Daryl Patten has invited the leader of Fidelity’s Securities Services, Gary[...] Continue reading

Benefits of Working With a Registered Investment Advisor (RIA)

Working with a Registered Investment Advisor (RIA) can help you develop your investment strategy and manage your assets. They have a fiduciary duty to further your interests, and through their expertise, you can grow and diversify your portfolio without worrying over the finer points of planning. What exactly is an RIA, and how can they help?  What Is a Registered[...] Continue reading

Owning a Business to Owning Your Future Webinar

Fort Pitt Capital Group’s Chris Chaney, a Certified Exit Planning Advisor, is hosting the webinar, "Accelerating Past COVID: from Owning a Business to Owning Your Future," featuring advice from tax and estate lawyers from Dentons Cohen & Grigsby as well as Retirement Plan Services Director Nathan Boxx. We will cover planning a pathway to successful exit &[...] Continue reading