Navigating Finances – Webinar with PennLive

Watch Bob Geiger with and the Patriot host the virtual event Navigating Finances with our nonprofit sponsor United Way! We’ll dive right into our first discussion with Bradley R. Newman, CFP®, and Daniel T. Eye, CFA® to help us talk about what money moves to make this year and how to plan for your future financially. Brad is the Lead Financial[...] Continue reading
21 January, 2022

Charitable Gifting Strategies – Make the Most of Your Donations

Watch Chris Chaney and Brad Newman from Fort Pitt Capital Group as they share tips about making the most of your donations. They cover topics like:  Tax-efficient donation methods. Ways to make an impact beyond sending money. Qualified charitable distribution strategies for RMDs. Donor advised funds. Charitable trust and estate plans. Setting up[...] Continue reading
10 December, 2021

Let’s Talk Special Needs Planning & Providing for the Future

Written by: Chris Chaney, CEPA | Financial Advisor Watch Fort Pitt Capital Group Financial Advisor Chris Chaney and Jillian Zacks with McAndrews Law Offices, P.C., talk about caring for those with special needs. As the father of a special needs child, Chris will be able to speak directly to experiences families may face and how to overcome[...] Continue reading
24 September, 2021

This is your brain. This is your brain on money.

Watch Fort Pitt Capital's Chris Chaney, AHN Neurological surgeon, Dr. Jonathan Pace MD, and Carnegie Science Center for an exploration of the human mind that will take you from the prefrontal cortex to Wall Street to the museum’s BodyWorks exhibition. After getting acquainted with basic brain anatomy, learn how your mind is involved with making financial decisions and[...] Continue reading
25 August, 2021

Will College Costs Wreck Your Retirement?

New mother and Fort Pitt Capital Group Financial Advisor Emily P. Franco, CFP®, discuss frequently asked client questions about 529 and other college savings plans with Lead Advisor and father of two college students, Brad Newman. They cover topics like: Where, when, and how to start saving for college Establishing a goal for college funding & evaluating how[...] Continue reading
30 July, 2021

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