Preparing for the Purchase of a First Home

For young individuals and couples, the purchase of a first home is usually the single largest investment they will make in their 20s or 30s. While the idea of buying a home may be overwhelming for these millennials—who may also be juggling student loans, and the new found freedom of living on their own and starting their careers—we lay out a timeline of important[...] Continue reading
23 December, 2013

RMD Rules & Regulations

It’s hard to believe that another year is almost behind us. Year-end means a number of things for us at Fort Pitt. One perennial concern for our retired clients and clients who have inherited requirement assets is the matter of Required Minimum Distributions (RMDs). A recent Pittsburgh Post-Gazette article in which I lent insight addressed this issue. You can read the[...] Continue reading
19 December, 2013

Helping you keep what you already have

At Fort Pitt, we don’t just place emphasis on growing your assets; we also focus on preserving what you already have. Taking into consideration your needs and risk tolerance, we put together an asset allocation strategy that protects our clients while making sure they achieve their goals and[...] Continue reading
12 December, 2013

Quantitative Easing: To Infinity & Beyond!

Janet Yellen was recently announced as successor to Federal Reserve Chairman Ben Bernanke. The 67-year-old Cal-Berkeley professor will take the reins at the Fed on February 1st, 2014, assuming she is confirmed by the Senate. Market pundits say she will be slightly more dovish than her predecessor, with no predilection for reducing Fed bond purchases as long as the[...] Continue reading
5 November, 2013

Preparing a Business for Sale

Over the course of the next decade, it’s likely that we will see a demographic tidal wave of business owners who are looking to transition from running their businesses to retirement. For owners who are ready to sell a business, it’s vital to work with a team of professionals who will oversee the (often) lengthy process and guarantee financial short-term needs and[...] Continue reading
1 November, 2013

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