RMD Rules & Regulations

It’s hard to believe that another year is almost behind us. Year-end means a number of things for us at Fort Pitt. One perennial concern for our retired clients and clients who have inherited requirement assets is the matter of Required Minimum Distributions (RMDs). A recent Pittsburgh Post-Gazette article in…

Helping you keep what you already have

At Fort Pitt we don’t just place emphasis on growing your assets; we also focus on preserving what you already have. Taking into consideration your needs and risk tolerance, we put together an asset allocation strategy that protects our clients, while making sure they achieve their goals and objectives. [video…

CFP Board crackdown on misrepresentation

The Certified Financial Planner Board of Standards, Inc. made headlines with a recent crackdown on advisors who were misrepresenting themselves as “fee-only” on the CFP Board website. A fee-only advisor charges a flat fee for services and does not take commission from investment transactions or on the sale of products.…

Thanksgiving Thank You

With the holiday season approaching, we wanted to extend our gratitude and appreciation to our clients and Ramparts’ readers. We value your commitment and confidence in us, as it continues to push our team to provide meaningful and exceptional service. We are grateful for the opportunity to serve our clients…

Year-end investment outlook

On the heels of a recent Goldman Sachs announcement – forecasting a high probability of a 10 percent market drop come 2014 – Charlie Smith appeared on Fox Business to discuss year-end market projections and where he thinks the economy is headed over the next few months. Chatting with hosts…

Charlie’s mid-month reading list

Welcome back to our mid-month reading list series, where we highlight some of the latest economic news and views that caught the attention of our team. Earlier this month, The Economist’s annual Buttonwood Gathering took place. This event assembles economic thought leaders to discuss global financial trends. During the conference,…