Estate planning advice for the retired and high net worth

When is the best time to gift your house to someone What tax situations will your children run into with a gift from you What can you gift a child while still alive Our recent webinar on estate planning for retirees and high net worth individuals answered all of those questions and many, many more Brad Newman, our lead investment advisor located in Harrisburg,[...] Continue reading
3 September, 2020

Inside the Fort: Growing our team from within

Although this year has been challenging, our staff continues to challenge themselves in new and valuable ways It’s important that we foster an environment of development and we’re dedicated to cultivating a space of continual growth Below are highlights of our team hitting new milestones in their careers, we’re happy to see what everyone accomplishes in their[...] Continue reading
31 August, 2020

Charlie’s Finance Articles August 2020

As summer starts to wind down, we’re sharing Fort Pitt Capital Group’s latest finance articles for the month: Our first article, “Work-from-home unleashes nightmares for office landlords & surrounding businesses Global Banks at the forefront” comes from Wolf Street Global banks are among the first to make changes for their workforce and shift to a long-term[...] Continue reading
31 August, 2020

Income and estate planning for pre-retirees and business owners

We recently hosted a webinar for business owners and pre-retirees about estate tax and income planning to answer questions that often come up Brad Newman from our Harrisburg office moderated the virtual event with guests Steven J Schiffman, Esquire of SCHIFFMAN, SHERIDAN & BROWN, PC and Christopher M Shive, CPA of Martin M Sacks & Associates who lent their[...] Continue reading
27 August, 2020

Skylar Riddle Employee Spotlight

For our latest Employee Spotlight, we sat down with Skylar Riddle, who recently joined the firm as a financial advisor During our discussion, we learned more about his position, what brought him to Fort Pitt, how he’s been spending his time during quarantine, and his favorite travel destinations What brought you to Fort Pitt I was looking for a firm where I[...] Continue reading
25 August, 2020

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