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, they’re buying into both an investment manager and an actual company. However,[...] Continue reading
14 March, 2019

A Q&A on target date funds: An all-in-one solution?

According to recent studies from Pensions & Investments, of the $3.7 trillion in defined contribution assets, 20 percent comes from target date funds. Since 2015, there has been a steady increase in these vehicles. We sat down with Denny Baish, senior investment analyst and portfolio manager, to hear his thoughts on target date funds, and the ins and outs that[...] Continue reading
11 February, 2019

How Investors Can Pick Solid Equities

It can be overwhelming for investors to choose where to invest their money. And, it’s important for them to remember that when they buy a stock they become a partial owner of the company. In order to take some of the pressure off of picking the perfect equities to invest in, I’d like to share some of the criteria to be aware of when making decisions to better identify[...] Continue reading
29 January, 2019

How to Manage Concentrated Stock Holdings

At Fort Pitt Capital, we review the portfolios of clients and prospective clients to determine if they are invested too heavily in one industry or company. Why is concentration a problem? No company is bulletproof, and a significant hit to a big position can wreck your overall returns. Whether you’ve acquired a position through compensation or bonuses, received shares[...] Continue reading
18 January, 2019

Tip of the Month: Trust the Process & Prevent Buyer’s Remorse

In the world of investing, it’s common for some people to experience a bit of buyer’s remorse. Not the kind you get when you make a big Black Friday purchase, but the kind investors might experience during times of market volatility or turmoil. But, we understand that it can be tricky to take emotion out of investing and that’s why we’re here to help. This[...] Continue reading
30 July, 2018

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