5 August, 2025
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 reading13 June, 2025
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 reading30 May, 2025
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 reading24 April, 2025
The Power of Trusts Protecting Your Assets & Legacy
Financial Advisors, Bill Engel, CFP®, David Plante, CFP®, and Lance Sherry, JD, CFP®, discuss the power of trusts and how to protect your legacy. They will cover a range of topics, including: What is a trust Common types of trusts and reasons to use them Who needs a trust How to establish a trust What is the cost And more! Content is provided[...] Continue reading20 March, 2025
