Home Project Planning 101

No matter how big or small your renovation plans are, the steps remain the same. Proper research and planning, plus a little help from professionals, can help you make the most of your budget. Watch Financial Advisor Kaitlyn Haney host designer, Catherine Montague, as they discuss: - How to build short-term savings - Planning your budget - Benefits of working[...] Continue reading

Eating Healthy to Combat Stress

  https://youtu.be/EVeIGQrqzVI We all face several stressors in our lives, whether from work, school, family, etc. Stress can motivate or help us get a task done in the short term. However, in the long term, stress can be harmful. Don’t let stress get the best of you. Watch Fort Pitt’s Financial Advisor Chris Chaney host Laura Zervos, Registered Dietitian[...] Continue reading

2022 Economic Outlook

Chief Investment Officer Dan Eye, CFA®, answers your questions and shares their insights on 2022's outlook. https://youtu.be/4PE1MNWbZj8 Want to take a deeper dive? Watch How We Choose Stocks for even more from our portfolio management team!   *Content is provided for educational purposes[...] Continue reading

Navigating Finances – Webinar with PennLive

Watch Bob Geiger with PennLive.com 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

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