17 February, 2021

How does multigenerational planning work?
With changing family dynamics across generations, financial plans should focus on the goals and intentions of individuals, couples, or families. Families are more interconnected now than ever, and multiple generations are important to consider when creating a plan and legacy. Wondering what multigenerational planning looks like? Here’s a sample of different ways we[...] Continue reading5 January, 2021

Overlooked stocks poised to perform amid COVID-19
Since the start of the global pandemic in Q1 2020, investors and analysts have of course kept a close eye on how COVID-19 impacted stocks and sectors (negatively and positively). On one hand, it’s no secret that some sectors, such as transportation and tourism, took a massive hit, while sectors like healthcare and technology have performed quite well over the year. As[...] Continue reading28 December, 2020

How COVID-19 will spark change among charitable giving
Over the last few months, and especially the last few weeks of the year, we have seen a notable uptick in charitable giving efforts – both from the standpoint of individuals wanting to support causes near and dear to them, and in maximizing tax-efficient strategies before year-end. 2020, however, has been an interesting year and we expect that COVID-19 will not only[...] Continue reading7 December, 2020
How to Pass on Your Money Without Spoiling Your Children
Written by Bradley R. Newman, CFP® at Fort Pitt Capital Group LLC. If you have sufficient assets in your portfolio, you're probably planning on leaving a portion of them to your children. While passing on your wealth gives your offspring a head start and safety net as they move forward in life, it's crucial that they know the proper ways to handle their inheritance[...] Continue reading5 November, 2020