Active vs. Passive Management

Written by: Denny Baish | Senior Investment Analyst When choosing how to invest their assets, investors can choose one of two main strategies: active management or passive management. These strategies are very different and may result in vastly different investment performances. Understanding the difference can be crucial to picking the right strategy based on your[...] Continue reading

What Is a Mutual Fund?

Mutual funds are essentially a collection of money compiled from multiple investors. The money is pooled together and professionally managed and invested in things like stocks and bonds according to the investment objectives of the fund itself. Each fund has its own investment objectives and risks as outlined in the prospectus. You can choose the mutual fund that fits[...] Continue reading

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

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

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