Now that Spring is officially here, it’s time to cut through the clutter and organize your financial life. Here are some tips to help you deep clean your finances: Cut out bad spending habits Keep a journal or go through your financial statements to identify your biggest financial culprits. Whether…
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Barron’s Top Advisors: PA – Mike Blehar and Ted Bovard recognized (again!)
Barron’s is recognizing two of our own as the top financial advisors in Pennsylvania. We’re proud to announce Mike Blehar and Ted Bovard are on Barron’s list of 2019 Top 1,200 Financial Advisors Ranking by State. The pair are two of six advisors from Pittsburgh, out of the 48 advisors…
How investors can pick the right mutual fund for themselves
Since mutual funds are a popular investment option, many individuals look for ways to integrate them into their portfolio. A mutual fund is essentially a basket and within that basket there are a handful of stocks, bonds, cash or a combination of assets. When someone invests in a mutual fund,…
Wiping personal data from smart devices: It’s more complicated than hitting delete
Smartphones, smartwatches and tablets store much more personal data than your computer. They keep information about where you live and work, your health, stored passwords to access your accounts and more. That’s why it’s so important to wipe your devices before you get rid of them. But simply deleting this…
Building a positive relationship with your finances
One of the most important goals financial advisors have is ensuring their clients have a positive relationship with their finances. Sometimes, it can be difficult to change a negative mindset about money, and in turn, impact money decisions that affect budgeting, paying down debt or saving for retirement. To help…
Katharine Perry recognized for community service and inspiration
At Fort Pitt we celebrate the achievements of our fellow team members and it was wonderful to see our own Katharine Perry recognized as a finalist in the Business and Finance category of the Inspiring Success Awards presented at the Junior Achievement Luncheon. The awards celebrate the importance of service…
Charlie’s month-end reading list
Here are some of the latest topics of interest at Fort Pitt Capital Group: The first article, “Here comes the Shanghai Accord 2.0: China unleashes gargantuan credit injection to start 2019” comes from ZeroHedge. This piece discusses China’s record credit impulse in January. Chinese financial institutions extended a record high…
Vladimir Ilyich Trump
“The issue of paper money is the worst kind of compulsory loan… It worsens the conditions principally of the workers, of the poorest section of the population.. It is the chief evil in the financial confusion.” —Vladimir Lenin No stranger to institutional thievery, Lenin would have no trouble recognizing the…
The Inversion Aversion
Most of 2018 played out according to plan in the bond market. Early in the year market strategist expected faster U.S. economic growth, higher inflation and a Federal Reserve that might be “behind the curve” in its efforts to head off inflation via higher interest rates. Tax cuts, healthy job…
Tax season Q&A: Guide to filing your 2018 tax returns
With the U.S. Tax Reform bill in place, and a year of impressive market performance, we know that our clients are eager to file their 2018 tax returns. For many years, important tax documents regarding taxable withdrawals and realized gain and loss information have been mailed directly to investors from…