What can we expect to see from Nvidia as we close out the year? Our CIO shares his thoughts with Jeran Wittenstein at Bloomberg: https://lnkd.in/eXGB7wxh
关于我们
Fort Pitt Capital Group is investment management firm that provides solutions-based portfolio management and consulting. We manage these two aspects of our business separately – a characteristic that sets us apart from our peers. We prefer that our financial advisors focus on our clients’ needs so our investment managers can devote themselves entirely to implementation of our firm’s value-conscious investment philosophy. Our depth and breadth of experience is one of our greatest strengths. Our founding partners have been working together since 1991, through shifting market environments and consumer moods. All the while, our philosophy has remained steadfast: Preserve capital while maximizing growth and income. In November 2024, Fort Pitt Capital Group joined Kovitz Investment Group Partners, LLC, (“Kovitz”) who is fully owned by Focus Financial Partners. This partnership gives our clients additional service offerings. For additional information about Kovitz, please visit https://www.kovitz.com/ Talk with an advisor by calling (816) 482-3773.
- 网站
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https://www.fortpittcapital.com/?utm_medium=social&utm_source=linkedin
Fort Pitt Capital Group的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Pittsburgh，Pennsylvania
- 类型
- 私人持股
- 创立
- 1995
- 领域
- Investment Management、Value Investing、Portfolio Management、Asset Allocation、Financial Advisor、401(k) Rollover、Financial Planning、Retirment Planning、Charitable Giving、Insurance Captives和Trust and Estate Planning
地点
Fort Pitt Capital Group员工
动态
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It's never too early to plan for tax season. With decades of experience supporting the long-term goals of businesses like yours, we're ready to help you optimize your assets and manage tax consequences. Explore our services: https://bit.ly/3Ce0s9u #investmentconsulting #businessgoals #financialeducation
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Looking to support your employees with a retirement plan? A plan sponsor is any company or organization that establishes and maintains the plan. They also adjust it as needed for industry trends and changes. Discover the steps: https://bit.ly/3C3YKYw #retirementplan #financialeducation #businessgoals
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Retirement plans can be tricky to understand. Help your workers fully comprehend theirs with employee education. We offer both group and one-on-one sessions. Find out what's covered: https://bit.ly/3YGMVAq #financialplanning #retirementplan #financialeducation
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Join Fort Pitt's Financial Advisors Chris Chaney, CEPA, and Roman Day as they explain the benefits of charitable giving and share tips to maximize your donations. They will discuss: ? Tax-efficient donation methods ? Ways to make an impact beyond sending money ? Qualified charitable distribution strategies for RMDs ? Donor advised funds ? Charitable trust and estate plans ? Setting up current and future charitable gifts ? And more! Register today: https://bit.ly/4e3CeMw Can't join live? We email a recording to everyone who registers. #financialplanning #FortPittWebinarSeries #financialeducation
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Selling your business is a big decision. Before you move on, feel more secure in your financial future with a business exit plan designed for your unique goals and challenges. Begin today: https://bit.ly/3C0su8J #financialplanning #exitplanning #businessgoals
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2025 is coming, with inflation, geopolitical news, Social Security changes, and retirement top of mind. Learn why central banks allow price inflation (ZeroHedge), how the US enhances Indo-Pacific defenses against China (Reuters), and why Elon Musk wants better security (ZeroHedge). Our Financial Advisors, Paul Brahan discusses 401(k) boosts in 2025 and David Plante discusses Social Security COLA in Financial Advisor Magazine. Read more: https://bit.ly/3HE0BB1
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Due diligence is important when opening a new bank account. Hear what one of our financial planners recommends with Alisa Wolfson at MarketWatch: https://lnkd.in/ejCMmA5A
This bank is offering $6,000 for opening an account – and 8 others offering $1,000 or more as a sign-up bonus
marketwatch.com
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Learn how your charitable intentions can offer positive tax implications in the latest Harrisburg Magazine article by financial advisor Bryson Roof.: https://lnkd.in/eQQJtPSb
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It's Veteran Owned Business Week! Across the United States, there are over 1.5 million veteran owned businesses. We are grateful for your service and excited to support you in your next endeavor with a financial plan for your new goals. Need assistance with your business's finances? Call (816) 482-3773. #veteranownedbusinessweek #investmentconsulting #businessgoals
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