Wealth Management

Compliance Corner: Trusted Contacts Amid COVID-19

The COVID-19 pandemic has forced many people to stay at home. Although this has provided people with the opportunity to spend more time with their families, it has also taken a toll on income and finances. To continue making payments on expenses, such as mortgages and bills, some investors have had to tap their retirement accounts for extra funds.  Under the CARES[...] Continue reading

Webinar: Impact of COVID 19 on Healthcare Costs

Healthcare costs can be complex, and COVID 19 has created further confusion about changes to costs and the impact of the pandemic on healthcare. We hosted a webinar to address important questions and topics with Jason Seltzer from Engle-Hambright & Davies, INC (EHD) including the evolution of voluntary benefits, remote work and solutions for administering benefits and[...] Continue reading

Investor’s Behavior During Market Fluctuations

Written by: Nathan Boxx, AIF®, CFP® | Director of Retirement Plan Services If you watch financial news, especially during market fluctuations, you have undoubtedly heard “the markets hate uncertainty” phrase repeated ad nauseam, and I hate it. It’s a tired cliché and offers no insight into the present or future issues at hand. The future is always uncertain,[...] Continue reading

Consolidation of Financial Statements

There are a variety of things you should consider when consolidating accounts and organizing your finances. At Fort Pitt, it’s a priority of ours to help clients organize their financial lives and help them with their financial planning goals. There are several benefits that come along with consolidating old accounts, such as 401(k)s from previous employers. When[...] Continue reading

Your Emergency Fund – How Much, Plus Why, How, and Where

It is times like these that stress the importance of planning a healthy savings strategy and how much of an emergency fund you should have. If you are experiencing your own personal recession amid these times of Social Distancing and are among the almost 40 million Americans that have filed for unemployment since March, this probably is not your top priority. Times of[...] Continue reading