How to Hire a Financial Advisor

While most people need a good financial planner at some point in their lives, few know how to find an advisor they can trust. Maybe you're looking to start saving for retirement or get advice on buying your first house. Whatever the reason, financial advisors can help you get what you need from your finances at the least risk to you. Choosing a Financial Advisor If you[...] Continue reading
21 December, 2021

Cheat Sheet: 5 Steps to Grow Your Wealth During Retirement

You've worked hard throughout your life to build your savings. You can continue to grow your wealth in retirement by following these five steps: 1. Keep Investing Investing is an effective way to grow your wealth. If you retire with a substantial nest egg, you can grow it exponentially by staying aggressive with your investments. A financial advisor can help you[...] Continue reading
25 May, 2021

Benefits of Working With a Registered Investment Advisor (RIA)

Written by: Bill Engel, CFP® | Senior Vice President Working with a Registered Investment Advisor (RIA) can help you develop your investment strategy and manage your assets. They have a fiduciary duty to further your interests, and through their expertise, you can grow and diversify your portfolio without worrying over the finer points of planning. What exactly is an[...] Continue reading
19 April, 2021

Tip of the Month: The Difference Between Strategic And Tactical Asset Allocation

Written by: Daniel Eye, CFA® | Chief Investment Officer At Fort Pitt, our financial consultants discuss the overall risk tolerance and objectives with each client to determine an appropriate asset allocation. Once that allocation is determined, our portfolio managers will distribute the capital both strategically and tactically to invest with a focus on what is best[...] Continue reading
25 March, 2021

Beating a Better Benchmark

We spend a good amount of time talking about portfolios, performance, and benchmarks because your money must be working for you as effectively as possible. I do, however, sometimes think that these conversations can lead to us missing the forest around the true benchmark that matters - the realization of your financial goals. What Is a Benchmark? First, let's talk[...] Continue reading
24 March, 2021

Join Our Newsletter

Receive updates from our blog, retirement plan industry events & news, media appearances, and the latest on Fort Pitt events.