Introducing Beth Lynch

We are pleased to announce Beth Lynch CFP®, as the newest investment consultant to join the Fort Pitt team! With more than 20 years of experience in the industry, Beth is excited to assist and inspire individuals by applying her investment planning expertise. Beth’s favorite part of her job is helping…

Reviving your 401(k)

A few weeks ago, reporter Rebecca Lake from U.S. News & World Report wrote an article titled “How to revive your 401(k) in your 50s,” providing readers with tips on how they can breathe life into this retirement savings vehicle. I shared some of my insight with Rebecca, but wanted…

Investing 101 Seminar: Recap

We recently hosted an educational seminar to address the basics of investing and how people can get started. Katharine Perry, associate financial consultant at Fort Pitt, gave a presentation that touched on different types of investments, market volatility, how to best meet your financial goals, and more. If you missed…

Money market reform finalized

As a follow up to last year’s discussion on proposed money market reforms, we can now report that the U.S. Securities and Exchange Commission (SEC) has finished its work, and the reforms have been finalized. The new rules, which will go into effect in October of this year, were put…

The Peter Principle

Peter Lynch, legendary manager of the Fidelity Magellan Fund and one of the greatest investors of all time, once said that you should “never invest in any idea you cannot illustrate with a crayon.” With this simple concept in mind, we present brief sketches of each of the 20 largest…