Wealth Management

Tip of the Month: Year-End Planning

Financial planning and check-ups on your goals can and should be done throughout the year. However, as you approach year-end, now is the time to get your financial house in order. Before you head into the New Year and create new financial goals and resolutions, we’d like to provide some tips to consider at year-end that may help springboard you into financial success in[...] Continue reading

New to Motherhood? Financial Tactics for Different Scenarios

I recently came across an interesting article in MarketWatch that highlighted the financial and lifestyle stressors that many new mothers experience. The “mommy effect,” as the author calls it, is something many young women may experience - being new to motherhood, trying to juggle a career, an expanding family, and even their changing views on employment. While[...] Continue reading

Financial Planning and Investments for Entrepreneurs

So many talented individuals and entrepreneurs develop an enterprise with initiative, unbridled enthusiasm, and creativity. When it comes to financial planning and investments, not so much, though. That’s where the investment advice at Fort Pitt Capital Group can help. Our advisers offer personalized solutions and have a heartfelt interest in helping our clients achieve[...] Continue reading

Financial Concerns for HNW Blended Families

For high net worth (HNW) couples, estate and financial plans can easily become complicated due to the level of assets and complexity that comes along with wealth management. Imagine now if you add in another multifaceted element – blended family members. According to the U.S. Bureau of Census, “over 50 percent of U.S. families are remarried or recoupled.” Take[...] Continue reading

Tip of the Month: What Is a Wash Sale Adjustment & How Can I Avoid One?

Written by: Denny Baish | Senior Investment Analyst The wash sale rule was created to deter investors from selling securities at a loss in order to collect a tax benefit. A wash sale happens when and if someone sells a security at a loss and then purchases the same security within a 30-day period before or after the sale. Investments that are subject to wash sale[...] Continue reading