25 February, 2022
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 reading26 January, 2022
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 reading21 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 reading10 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 reading24 September, 2021