26 April, 2023
How We Choose Stocks
Fort Pitt’s Chief Investment Officer Daniel T. Eye, CFA®, and Investment Analyst Chris Barto as they share how our team decides what stocks we add to our clients' portfolios. They will cover your question on the following topics: Fort Pitt’s investment philosophy The types of stocks or companies Fort Pitt likes to invest in Stock[...] Continue reading13 April, 2023
Should I Sell My Business
Join 3 Rivers Capital’s Managing Partner, Rob Carskadden, and Fort Pitt’s Financial Advisor and Certified Exit Planning Advisor, Chris Chaney, as they discuss the financial, emotional, and social issues you need to address when selling your business. They will cover a range of considerations, including: Reasons to sell Reasons not to sell[...] Continue reading24 March, 2023
How to Hire or Change an Advisor
Join Fort Pitt Capital Group’s Financial Advisors Cory Phillips, CFP®, CRPC™ and Bill Engel, CFP® as they discuss the process of hiring or changing a financial advisor. Cory and Bill will cover frequently asked questions such as: Which advisor is right for me? When should I hire or change an advisor? What questions should I ask a financial[...] Continue reading9 March, 2023
Secure Act 2.0 What Plan Sponsors Need to Know Now
Join Fort Pitt Capital Group’s retirement plan services advisor Nathan Boxx, CFP®, along with Faegre Drinker Biddle & Reath LLP partner Brad Campbell, as they cover what Plan Sponsors need to know about Secure Act 2.0. They will highlight and discuss essential points such as: Automatic Enrollment for all new plans Increased tax incentives for small[...] Continue reading9 February, 2023