Tax time Q&A: Where’s your 1099?

After a year of impressive returns in a strengthening bull market, we know that our clients are eager to file their 2019 tax returns. Like past years, custodians including Charles Schwab, Fidelity, TD Ameritrade, and U.S. Bancorp will mail individuals who haven’t enrolled in paperless delivery their important tax documents. But, before you file with Uncle Sam, we want[...] Continue reading

Charlie’s Finance Articles January 2020

Here are Fort Pitt Capital Group’s finance articles for January 2020: “The $150 million machine with $200 billion at stake for China” is our first piece and it comes from Bloomberg. The Netherlands is blocking the export to China of high-tech manufacturing equipment made by a Dutch company. This comes after the U.S. said there were intelligence concerns with[...] Continue reading

Should You Work Past Your Retirement Age?

It’s common for investors to hear that they should delay retirement and work for an additional few years. Although the benefits and implications that come along with working past retirement age may seem obvious, it doesn’t always register how age can impact retirement savings. The amount of money they’ll need to live on in retirement is a function of what it will[...] Continue reading

Charlie’s Finance Articles December 2019

Here are Fort Pitt Capital Group’s finance articles for December 2019: Our first article, “For Financial Advisor Ads, a New Frontier,” comes from Barron’s. The SEC is overhauling its advertising rules for the first time in more than half a century. Client testimonials and investment performance would now be allowed in ads, and people are wondering if[...] Continue reading

Critical questions for plan participants: Are my beneficiaries up to date?

Having your beneficiaries up to date is essential because what you’ve saved in your 401(k) is part of your estate plan and should match your wishes for your other assets. To make sure your beneficiaries are up to date, you first need to know who tracks that information at your employer. Some 401(k) providers track that on a website or portal while others track this via[...] Continue reading