Exchange-Traded Funds (ETFs) vs. Mutual Funds

Written by: Skylar Riddle, CFP® | Financial Advisor When considering investment strategies, exchange-traded funds and mutual funds are almost always included in the conversation. However, for investors, the distinction between these two investments can be blurry. Although they are similar, several key differences can contribute to both the performance of the[...] Continue reading

Compliance Corner: Name Trusted Contact to Help Protect Against Elder Abuse

Financial elder abuse is frightening and not something many people expect to deal with or plan for. At Fort Pitt, we're fiduciaries, which means we act in our clients’ best interests. After the recent amendments to FINRA Rule 2165, we want to reach out to you again to encourage everyone to set up a "trusted contact" with their custodian (e.g., Charles Schwab, Fidelity,[...] Continue reading

10 Investment Mistakes to Avoid

If you want to have enough to live on in retirement, you need to invest. But many people are unsure how to start investing, nervous about losing their money, or wonder what not to do in the stock market. While there are always ups and downs in the market, investing is the best way to beat inflation and watch your nest egg grow. The average annual return for the[...] Continue reading

What Is an Investment Plan?

An investment plan is a set of investing goals and a plan to meet them. Many individuals hesitate to start investing because they are unfamiliar with the process. Some investors lose money from entering the market without a strategy. Investment plans inform peoples' decisions and improve the chances of satisfactory returns. Why Is an Investment Plan[...] Continue reading

5 Steps to Weathering Market Volatility

Written by: Nathan Boxx, AIF®, CFP® | Director of Retirement Plan Services After ten years of making money in a bull market, we perhaps got a little too comfortable and forgot that markets do go down from time to time. Thankfully it’s not often, and over the long-term, you are rewarded for having stuck through it. Remember, it is not about timing the market but[...] Continue reading