How to Break up With Your Financial Advisor

Breaking up with a financial advisor can be daunting, but it is not uncommon for investors to need to take this step. Building wealth requires a healthy partnership with an industry professional who aligns with your financial needs. When these needs inevitably change, the best outcome starts by telling your financial advisor you are transferring your portfolio. It is[...] Continue reading
10 June, 2024

When to Hire (or Fire) an Advisor

    Fort Pitt Capital Group’s Financial Advisor Ted Bovard discuss when and how to hire a financial advisor. He covers frequently asked questions such as: Which advisor is right for me? When should I hire or change an advisor? What questions should I ask a financial advisor? What does the investment process look like? What does Fort[...] Continue reading
29 February, 2024

How to Hire a Financial Advisor

While most people need a good financial planner at some point in their lives, few know how to find an advisor they can trust. Maybe you're looking to start saving for retirement or get advice on buying your first house. Whatever the reason, financial advisors can help you get what you need from your finances at the least risk to you. Choosing a Financial Advisor If you[...] Continue reading
21 December, 2021

When is the right time to start working with a financial advisor?

Why do people turn to a personal trainer? It’s because they have a goal to achieve whether it’s to lose weight, to add muscle or tone their body, or just to lead a healthier lifestyle. They seek the help of a professional to keep them guided, on track, and accountable while they aim to reach these health objectives. The same concept should apply to people working with[...] Continue reading
12 November, 2019

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