Going Global

In today’s economy, it’s more important than ever for investors to take a global approach to constructing their portfolios. The United States market share of the global equity market has been on the decline and will likely continue to turn down in the coming years. 10 years ago, the U.S. made up roughly half of the global market share; today, it makes up about 40[...] Continue reading
22 April, 2013

401(k) Confusion or IRA Consolidation?

Earlier this month, reports were released by congressional auditors stating that consumers are increasingly confused about complex regulations surrounding their 401(k) accounts. While there are a number of intricate elements to consider as employees fund these retirement vehicles (fees, yearly contribution limits, etc.), an overwhelming uncertainty we see at Fort Pitt[...] Continue reading
17 April, 2013

Flying high with Boeing stock

On January 10, 2013, Charlie Smith appeared on Bloomberg Radio “Taking Stock” to discuss Boeing stock and the latest news surrounding the company’s 787 Dreamliner aircraft. He chatted with hosts Pimm Fox and Courtney Donohoe, offering insight on the high-tech jet amid delivery delays and production complications. Below is an excerpt from the interview: Q: Why is it[...] Continue reading
10 January, 2013

Receiving a Less-Than-Expected Inheritance

Written by: Mike Blehar | Founding Partner & Chief Growth Officer A study conducted by TD Ameritrade reveals that 40 percent of young adults believe they will have an inheritance passed down from their parents. What they may not expect, however, is what occurs when they receive considerably less than their siblings or other family members. In January, I was[...] Continue reading
1 November, 2012

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