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Posts by category
- Category: 401(k)
- How to Pick a Beneficiary for Your 401(k)
- Critical questions for plan sponsors: Do you have written record of the plan minutes and documents?
- Critical questions for plan sponsors: Do you understand all the fees that you are paying?
- Critical questions for plan sponsors: Does your company offer a 401(k) plan?
- Critical Questions for Plan Sponsors
- 401(k) 101: Money and millennials
- Category: Asset Allocation
- Category: Community Involvement
- 2019 Pittsburgh Vetrepreneur of the Year award recipient announced
- Tree of Life Synagogue: Here’s how you can help
- Inside the Fort: We’re proud to support local artist at Carnegie International exhibit
- Fort Pitt gives back!
- 2018 Pittsburgh Vetrepreneur of the Year award announced
- Inside the Fort: Bowl-A-Thon fundraiser for Junior Achievement
- Fort Pitt gives back to the community!
- End of summer community events
- Fort Pitt gives back
- Fort Pitt sponsors INVESTPennsylvania™ Conference
- Category: Covid-19
- Category: Cyber Security
- Use the Generation Gap to Your Advantage! Help Keep Your Loved Ones Safe
- How to Recognize Social Engineering Attacks
- Are Your Kids Staying Safe Online?
- Protect Your Social Sedia: Free Course
- Make the Most of Virtual Conferences With These Safety Tips
- Protect Your Computer Against Ransomware
- What Happens to Your Digital Assets When You Die?
- Tips for Safely & Securely Shopping Online
- Your Password May Make You a Victim of Hacking
- Wiping Personal Data From Smart Devices: It’s More Complicated Than Hitting Delete
- Trending in the Cyber Criminal World: Personalized Scams
- Learn How to Search Yourself Online: Will Hackers Like What They Find?
- Devices Come & Go…Here’s How to Dispose of Them Properly
- How to Protect Your Smart Home From Hackers
- The Art of Dodging Phone Call Scams & Attacks
- GDPR: What Is It & How Does It Affect Me?
- Trusting Companies With Your Data in the Digital Era
- How to Protect Your Online Accounts
- Social Engineering – A Hacker’s Psychological Attack
- Cybersecurity Roundup
- Email Do’s & Don’ts Refresher
- How Anti-Virus Software Can Help Protect Your Device
- How to Protect Yourself Against Malware Attacks
- What to Know About CEO Fraud
- How Secure Is Your Home Network?
- Pre-Travel Measures: Stay Secure on the Road!
- Bah Humbug: Tips to Stay Safe When Holiday Shopping Online
- Category: Eldercare
- Category: Employee Spotlight
- Category: Estate Planning
- Second Marriages and Finances
- Why You Need a Living Will: The Purpose of a Living Will
- 3 Ways to Gift Money to Your Grandchildren
- What Is a Conventional Loan?
- How Much House Can You Afford?
- Webinar: Estate Planning Advice for the Retired And High Net Worth
- Why Is Having a Will Important?
- How to Pass on Your Money Without Spoiling Your Children
- Webinar: How to Protect Your Stuff in 3 Easy Steps
- No Will for Prince? His estate planning mishap
- Category: Exit Planning
- Category: Featured Articles
- Fort Pitt Capital Group Ranked on Forbes Top RIA Firms List
- 5 Tips for Women Getting Started With Investing
- Breast Cancer and Financial Support
- Is an ESOP right for your business?
- How Can You Maximize Benefits of Total Compensation Package?
- What Happens When Interest Rates Rise?
- What Is Inflation and How Will It Affect You?
- Category: Fort Pitt Media
- Category: Fort Pitt News
- FORT PITT CAPITAL GROUP A WINNER OF THE GREATER PITTSBURGH TOP WORKPLACES
- Fort Pitt Capital Group Announces Staff Promotions and Portfolio Management Transition
- Operation Support Veteran Owned Businesses
- Inside the Fort: A look back and look forward
- Barron’s Top Advisors: PA – Mike Blehar and Ted Bovard recognized (again!)
- Inside the Fort: Outreach Teen & Family Services
- 2019 Vetrepreneur of the Year Award
- Inside the Fort: What we’re thankful for
- Inside the Fort: Picnic and cornhole tournament
- Fort Pitt recognized on Financial Advisor ranking (again)
- Exciting news at our Fort Pitt family
- Inside the Fort: May the Fourth Be With You
- Inside the Fort: We are proud to sponsor the St. Barnabas Founder’s Day 2018
- Barron’s Top Advisors: PA, Mike Blehar and Ted Bovard
- Introducing Beth Lynch
- Pittsburgh Vetrepreneur of the Year award: Last few days to apply!
- Inside the Fort: Marine’s Toys for Tots
- 2018 Pittsburgh Vetrepreneur of the Year Award
- Inside the Fort: What we’re up to
- Inside the Fort: Free Care 5K Run
- Inside the Fort: One of our own inside the Pittsburgh Pirates’ dugout
- Fishing for gold!
- Fort Pitt listed on 2017 RIA ranking
- Inside the Fort: Fort Pitt ties for 2nd in Florida softball tournament
- Inside the Fort: Golfing for good
- Inside the Fort: Employees take part in Pittsburgh Marathon Relay
- What about financial support and consultation? Fort Pitt’s TV Commercial
- Introducing Chuck Mattiucci
- Fort Pitt executives named to Five Star Professional list
- Inside the Fort: Happy St. Patrick’s Day!
- Mike Blehar named a Barron’s Top Advisor
- Employee Spotlight: Karen Matelan
- Fort Pitt Capital Group Celebrates the Super Bowl
- Helping you to achieve financial success is our passion.
- Employee Spotlight: Robin McMillan
- Upgrades to our platforms
- Employee Spotlight: Raquel Branchik
- Employee Spotlight: Lauren Oldham
- Fort Pitt is recognized on FA’s RIA Ranking
- Employee Spotlight: Jan Ivanoff
- Barron’s ranks Fort Pitt Advisors best in PA
- Employee Spotlight: Emily P. Franco
- Employee Spotlight: Francesca Leverich
- Social Security Seminar Recap
- Fort Pitt fix-up
- Phishing Scams: What They Are & How to Avoid Them
- Barron’s ranks Fort Pitt Advisors best in PA
- Celebrating 20 Years!
- Fort Pitt Capital Group recognized on FA’s RIA Ranking
- Introducing Bill Engel
- Fort Pitt Capital Group is Top RIA According to New Ranking
- Our executives named to Five Star Professional list
- Barron’s Top Advisors: PA, Mike Blehar & Ted Bovard
- Category: Investments
- Stock Market and Presidential Elections
- How to Save for College and Retirement
- Military Investment Options
- How to Save for College
- Exchange-Traded Funds (ETFs) vs. Mutual Funds
- Compliance Corner: Name Trusted Contact to Help Protect Against Elder Abuse
- 10 Investment Mistakes to Avoid
- What Is an Investment Plan?
- 5 Steps to Weathering Market Volatility
- Tips for First-Time Homebuyers
- When Does It Make Sense to Refinance Your Mortgage?
- Risk vs. Volatility
- What Is Diversification?
- Broker-Dealer vs. Registered Investment Advisor (RIA)
- Active vs. Passive Management
- What Is a Mutual Fund?
- How Investors Can Pick the Right Mutual Fund for Themselves
- How Investors Can Pick Solid Equities
- How to Manage Concentrated Stock Holdings
- Tip of the Month: Trust the Process & Prevent Buyer’s Remorse
- The Peter Principle
- Stocks & Basketball: March Madness Loves an Underdog
- Build Your Portfolio Like a Super Bowl Champion
- Category: Market Outlook
- 4th 2023 Quarter Market Commentary
- Market Update May 11, 2022
- 2020 Fixed Income Review & 2021 Outlook
- National Debt And Stocks
- Markets Don’t Wait
- Why You Should Keep a Close Eye on the Repo Market
- Market Volatility Is Not as Spooky as it Sounds
- Some Debt Is Not Like the Other
- What Is Brexit & How Will It Affect the Economy?
- What does a Fed rate increase mean?
- Category: Military & Veterans
- Category: News and Media
- Ruth Bader Ginsburg’s legacy & historic impact on personal finance
- Critical Investment Strategies For Downside Protection
- Savings For Retirement – Your No-Panic Guide For Those Late to the Game
- What Human Advisors Do That Robo Advisors Can’t
- 4 Steps to Dealing with a Corporate Merger That Impacts You
- Certified Financial Advisor Tip- How Do I Recreate a Paycheck in Retirement?
- How Do I Turn My Savings Into An Income Stream?
- In the Financial Marketplace, Let the Buyer Beware!
- Consultant’s Corner
- The Retirement You Deserve
- Category: Quarterly Newsletter
- Quarterly Newsletter for 2023’s 3rd Quarter
- Quarterly Commentary for 2nd Quarter 2023
- Third Quarter Market Update
- Quarterly Commentary July 2022
- Inflation In the Driver’s Seat – Fort Pitt Capital Group Quarterly Commentary
- Quarterly Newsletter: Turning the Page to 2022
- Inflation: Transitory or Purgatory? – Fort Pitt Capital Group Quarterly Commentary
- 2nd Quarter 2021 Newsletter from Fort Pitt Capital Group
- Quarterly Newsletter 1st Quarter 2021
- Quarterly Newsletter 4th Quarter 2020
- The Asteroid & the Portfolio Manager
- No backing down for the Fed
- Mastering Limited Partnerships
- Category: Retirement Planning
- How to Plan for Medical Expenses in Retirement
- Retirement Basics for Small Business Owners
- Qualified vs. Nonqualified Retirement Plans
- Changes to 2023 Retirement Contributions
- Do You Need Life Insurance After You Retire?
- 15-Minute Guide to Retirement Planning
- How Do You Replace an Income Stream During Retirement?
- Retirement Savings Beyond a 401(k)
- What Is Long-Term Investing?
- What Does a Financial Advisor Do?
- What Is a Target Date Fund?
- What Are Required Minimum Distributions (RMDs)?
- Five Major Changes Coming to Social Security in 2022
- How to Set up a Trust
- How to Protect Your Nest Egg in a Volatile Market
- Top 7 Tips for Succession Planning
- How Savvy Investors With $500,000+ Build Their Retirement Plan
- Traditional 401(k) vs. Roth 401(k)
- Are My Social Security Benefits Reduced Or Taxed If I Continue to Work?
- Beating a Better Benchmark
- Can You Retire During COVID Or During Market Volatility?
- Changes are coming to Social Security for 2021
- Business Owner Exit Planning Amid COVID
- Your Emergency Fund – How Much, Plus Why, How, and Where
- Should You Work Past Your Retirement Age?
- Critical Questions for Plan Participants
- Do You Know Where Your Retirement Funds Are?
- Having a Higher Salary Doesn’t Make You Ready for Retirement
- How Can Job Hoppers Manage Retirement Planning?
- Don’t Leave Your Retirement Investments Up to Luck
- Let’s Talk Money: Conversations Between Millennial Children & Boomer Parents
- Time on Your Side: Millennials + Compound Interest = Retirement Success
- Retirement Preparation Checklist
- How They Stack Up: Financial Strengths & Weaknesses of Each Generation
- Are You Too Conservative?
- Category: Taxes
- Category: Taxes & Legislation
- Category: Uncategorized
- What Changes Are Coming to Social Security in 2024?
- Smart Tax Tips For Year-End & Beyond
- Intro to SECURE Act 2.0
- Making Moves: Financial Considerations for Retirement Relocation
- Tackling Debt Before & During Retirement
- Financial Challenges When One Spouse Retires First
- A Primer on Spousal IRAs
- Empty-Nesters: Reprioritize Your Finances for Retirement
- Happy 70.5 Birthday, baby boomers!
- A Successful Family Meeting… With Your Financial Advisor
- How Retirement Has Evolved
- Pros & Cons of Annuities
- Category: Vault
- Preparing for the Purchase of a First Home
- RMD Rules & Regulations
- Helping you keep what you already have
- Quantitative Easing: To Infinity & Beyond!
- Preparing a Business for Sale
- Little Known Tax Credit for Charitably-Inclined Business Owners
- Business Owners Could Be Gambling With Their Retirement
- Maximize an Inheritance
- Ted Bovard offers thoughts to USA Today
- Finding fiduciary help for plan sponsors
- The Basics Behind Captive Insurance
- The “Real” Fear – Running Out of Money
- Juggling Act: How to Pay for College
- Introducing Jay Sommariva
- Financial Education 101 (For Parents)
- Fort Pitt recognized in RIA rankings
- Checks & Balances
- One Size Doesn’t Usually Fit All
- Hedging Inflation in Your Portfolio
- A New Currency Is Born: BITCOINS
- Going Global
- 401(k) Confusion or IRA Consolidation?
- Flying high with Boeing stock
- Receiving a Less-Than-Expected Inheritance
- Category: Wealth Management
- How to Calculate Your Net Worth
- What to Do When You’ve Inherited Wealth
- Test Your Financial IQ: Your Guide to Financial Literacy
- How to Set Your Child Up for Financial Success
- Tip of the Month: Marriage & Money
- 4 Financial New Year’s Resolutions Worth Setting
- Should You Buy or Rent Your Next House?
- Smart Financial Gift Ideas for the Holiday Season
- How to Handle Unused 529 Funds
- How Does Multigenerational Planning Work?
- How to Save for Your Baby’s Future
- Questions to Ask Your Financial Advisor
- How to Hire a Financial Advisor
- Cheat Sheet: 5 Steps to Grow Your Wealth During Retirement
- Benefits of Working With a Registered Investment Advisor (RIA)
- What Is a Registered Investment Advisor (RIA)?
- Overlooked Stocks Poised to Perform Amid COVID-19
- How COVID-19 Will Spark Change Among Charitable Giving
- Compliance Corner: Trusted Contacts Amid COVID-19
- Webinar: Impact of COVID 19 on Healthcare Costs
- Investor’s Behavior During Market Fluctuations
- Consolidation of Financial Statements
- Investing Internationally: Developed vs. Developing Economies
- Ways You Can Make Charitable Giving Fit Into Your Financial Plan
- When is the right time to start working with a financial advisor?
- Financial Priorities for Early 20-Somethings
- Can You Really Afford a Dog?
- Tip of the Month: Social Security Missteps to Avoid
- Getting Married Later in Life? Financial Protection Is Just as Important as Romance
- Tip of the month: Spring cleaning your finances
- Building a positive relationship with your finances
- Making the Best of Long-Term Care
- Tip of the month: Strengthening your relationship with your financial advisor
- A Q&A on Target Date Funds: An All-in-One Solution?
- Do Millennials Need a Prenup?
- Tip of the Month: Year-End Planning
- New to Motherhood? Financial Tactics for Different Scenarios
- Financial Planning and Investments for Entrepreneurs
- Financial Concerns for HNW Blended Families
- Tip of the Month: What Is a Wash Sale Adjustment & How Can I Avoid One?
- Travel the World or Save for Retirement? How Millennials Can Find a Balance
- Spring Break Budget Busters
- What to Know About Cryptocurrency
- Finance & Romance: The importance of financial compatibility
- Tip of the Month: How to Keep Your Financial Resolutions
- Navigating finances as a cohabitating couple
- Tip of the Month: Holiday Budget Busted…Now What?
- Financial Timeline & Checklist for Newlyweds
- The most overlooked part of your estate plan
- Traveling Abroad? What to Know About Foreign Transaction Fees
- Tip of the Month: Establishing Credit From Scratch
- The Connection Between Golf & Your Finances
- How to Manage an Influx of Money
- Tip of the Month: Don’t Fall Victim to Credit Cards
- Mother’s Day Financial Advice
- 3 Money Mistakes College Grads Make
- Passive Investing Primer
- Tip of the Month: This Valentine’s Day Skip Flowers & Chocolate And Put Money to Better Use
- Women’s Financial Wellness Check-In
- Q&A: Giving back in the Pittsburgh Region
- Daylight Savings Ends: Improve Year-End Finances With an Extra Hour
- Money Decisions That Will Haunt Your Future
- Going for gold with your investment strategy
- Father’s Day Financial Advice
- Get Financially Fit for Summer
- How to Maximize a Tax Refund
- Spring cleaning your finances
- Love & money: Tips for every stage of a relationship
- Financial Advice for the Powerball Winner(s)
- ‘Tis the Season…to Talk Family Finances?!
- Declare Your Financial Independence
- Charitable giving strategies for the holidays
- Millennial Market Forecast
- 6 Financial “To-Dos” Before Year End
- Financial Summer Reading List
- Don’t Crack Your Nest Egg
- Preparing a Business for a Family Successor
- Category: Webinar
- What Happens to Your Money When You Die
- Tax-Conscious Investing and Planning
- When to Hire (or Fire) an Advisor
- How We Choose Stocks
- All About Trusts
- Seven Smart Tax Saving Tips
- Charitable Giving: Making a Lasting Impact Through Donations
- Orchids 101: Moth Orchid Culture
- All About Medicare
- Navigating Healthcare Before 65
- Financial Planning: A Guide to Building Your Wealth
- All About Insurance
- Maximizing Your Military & Veteran Benefits
- All About Trusts
- How We Choose Stocks
- Should I Sell My Business
- How to Hire or Change an Advisor
- Secure Act 2.0 What Plan Sponsors Need to Know Now
- Tax Savings Tips and Strategies
- Partial Retirement to Fully Retired: How to Plan Your Next Chapter
- Charitable Gifting Strategies with Ronald McDonald House Charities
- How to Ace All 4 Life Stages of Financial Planning Part 2: Pre-Retirement & Retirement
- How to Ace All 4 Life Stages of Financial Planning Part 1: Getting Started & Building Wealth
- How to Use Insurance to Protect Your Family’s Financial Future
- Eldercare Planning for Your Aging Parents
- Cash Balance Plans
- How to Survive A Recession
- Orchids to Retirement: Why Diversification Breeds Success
- Home Project Planning 101
- Eating Healthy to Combat Stress
- 2022 Economic Outlook
- Navigating Finances – Webinar with PennLive
- Charitable Gifting Strategies – Make the Most of Your Donations
- Let’s Talk Special Needs Planning & Providing for the Future
- This is your brain. This is your brain on money.
- Will College Costs Wreck Your Retirement?
- Maximizing Your Business’s Value: The Key to Your Best Exit
- What Happens to Your Money When You Die
- Happy Healthy Dogs – From Adoption to Donations & All Things in Between
- Owning a Business to Owning Your Future Webinar
- Savvy Social Security Planning: Basic Rules and Claiming Strategies With Beth Lynch
- Webinar: Elder Care During COVID And Beyond
- Webinar: Understanding Medicare
- Webinar: Income And Estate Planning for Pre-Retirees And Business Owners
- Category: Your Fort Pitt Team
Popups
Teams
- Paul Brahan, CFP®, CRPC™
- Eunji Kwon
- Hunter Stewart
- Courtney Duncan
- Bailey Kersnick
- Joseph Saracena, CFP®, ChFC
- Tondalaya Hampton
- Ethan Shuba
- Aishwarya Mysore Raj
- Maisha Baton-Stawson
- Erik Buczynski
- Ludgy Lilavois
- Chelsea Schneider
- Ashley Hannon
- Gabriella Morton
- Chelsea E. Davis
- Eric O'Bradovich
- Katelynn DiCroce
- Philip Venanzi, CFP®
- Mario Lopez
- Dana Nixon
- Felicia Bosley
- Ryan Weaver
- Christopher Barto
- Gage Silverman
- Haley Thorp
- Patrick Fanning
- Livia Walker
- Sarah Zervos
- Cory J. Phillips, CFP®, CRPC™
- Jennifer Green
- Aaron Everdyke, ChFC®
- Mathew Bosley
- Erica Meyer
- Taylor Berardelli
- Lisa Tokich
- Emily P. Franco, CFP®
- Kathryn P. Shirk, PHR®, SHRM-CP®, ICP-AHR
- Elise Minzer
- Francesca Leverich
- Miranda Metz
- Emily Sippel, CFP®
- Erica Patti
- Greg Mastrean
- Annette Krebs
- J. Todd Douds, CFA®
- Arlene Hoebler
- Janet Ivanoff
- Mary Giconi
- James Hagerty
- Jay Sommariva
- Raquel Branchik
- Brian J. Jankowski, CFA®
- Aileen Droginske
- Daniel T. Eye, CFA®
- Dennis Baish
- Kaitlyn Haney, CFP®
- Richard Roberto, CFP®
- Jennifer Dillon-Michaels
- Kerry Kelly
- Karen Matelan, CPA®
- Skylar H. Riddle, CFP®
- Bryson J. Roof, CFP®
- Bradley Newman, CFP®
- Daryl Patten
- Chuck Mattiucci
- Beth Lynch, CFP®
- Santo Liberto
- William Engel, CFP®
- Chris Chaney, CEPA
- Theodore M. Bovard
- Nathan Boxx, AIF®, CFP®
- Michael Blehar