Webinar

Unlock Hidden Income from Your Investments

Are you sitting on substantial stock or mutual fund positions, but are hesitant to sell due to the fear of capital gains taxes? What if you could generate significant cash flow from those very same investments, all while helping you maintain ownership of these assets? Discover how a sophisticated options strategy can turn concentrated holdings into a powerful income[...] Continue reading

All About Medicare

Fort Pitt Financial Advisors’ Brad Newman, CFP®, and David Plante, CFP®, welcome Medicare Benefits Consultant Scott Dardick for a discussion on Medicare basics and how they fit into a comprehensive financial planning strategy. This discussion will cover:    An overview of Medicare basics The differences between Medigap supplement and Advantage[...] Continue reading

All About Insurance

Fort Pitt Financial Advisors Daryl Patten and Roman Day host Senior Insurance Advisor Ari Fischman, CFP®, to discuss insurance basics and how insurance fits into a financial planning strategy. The discussion covers: Different types of insurance to address your needs Reasons why you might need insurance Life phases of insurance Commonly asked questions[...] Continue reading

Bonds 101: What To Know Before Investing

Fort Pitt’s Financial Advisors Chuck Mattiucci and Roman Day, discuss what to know about investing in bonds. The presentation answers questions such as: What are bonds and how do they work? What are the different types of bonds? How do changes in interest rates affect bond yields and bond prices? And more! Content is provided for educational purposes[...] Continue reading

Mastering Market Volatility Understanding the Impact of Tariffs

Financial Advisors Skylar Riddle, CFP®, CPWA ®, and Eunji Kwon, host guest Lenny McAllister for a nonpartisan discussion about tariffs and navigating market volatility. They cover a range of questions, including: What are tariffs? Why are they imposed? How do tariffs affect the market? And more! No one can predict the market, but you can prepare for[...] Continue reading