Register for an Upcoming Webinar
|Let's Talk Special Needs Planning & Providing for the Future
Join Fort Pitt Capital Group Financial Advisor Chris Chaney and Jillian Zacks with McAndrews Law Offices, P.C., to 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 them. Please be sure to send us any questions you would like to be covered ahead of time. Ms. Zacks has a concentration in special needs planning and provides comprehensive services which may involve the preparation of self-funded or third-party special needs trusts, powers of attorney, or representing individuals seeking to become a guardian of an adult individual with a disability.|
Jillian Zacks is an attorney with McAndrews, Mehalick, Connolly, Hulse and Ryan P.C. out of Pittsburgh, PA.
|Sep 22, 2021M j, Y||12:00pm EDT2021-09-22T16:00:00Zg:ia T||1 hour||Register|
|How We Choose Stocks
Chuck Mattiucci, AIF®, hosts Chief Investment Officer Daniel T. Eye, CFA®, Founding Partner Charlie Smith, and Portfolio Specialist Carter Henderson to share how our team decides what stocks we add to our clients' portfolios. They will cover your question on the following topics:|
-The advantages/disadvantages of investing in individual stocks.
-The types of stocks or companies that Fort Pitt likes to invest in.
-How to manage risk when owning a portfolio of stocks.
-What type of research does Fort Pitt Capital Group do when evaluating buying a stock (in-house portfolio mgmt)?
-Are all of the stocks that clients own tracked and if so how and how frequently?
-What drives your decisions to sell stocks?
-Why wouldn’t you invest in mutual funds instead of individual stocks?
-How do dividends factor into your process for evaluating companies?
-What size portfolio does a client need to have a stock account?
-Add your question or topic to cover when you register or email us at email@example.com!
|Sep 29, 2021M j, Y||12:00pm EDT2021-09-29T16:00:00Zg:ia T||1 hour||Register|