(re)BALANCING ACT

Rebalancing is a portfolio management tool used to re­align investor’s holdings with the original portfolio de­sign. There are several different rebalancing methods. We use the "percentage-of- portfolio" method. This method sets rebalancing thresholds and guides the portfolio back to these thresholds when market forces push it out of line. Our…

Checks & Balances

Inevitably, when there is a run-up in the markets, people begin to ask: “Is it time to sell?” At Fort Pitt Capital, we believe a strategic long-term approach is vital for success. Therefore, our answer to that question is: “Not exactly.” In order to capture gains and take advantage of…