Financial Insights

Posts by awertz
Positioning Client Portfolios_ Federated Hermes, Northwestern Mutual, Bill Few A

Positioning Client Portfolios:

Financial Planning, Retirement Planning

by PQ STAFF | 2020 SUMMER Pittsburgh’s leading wealth managers tell how they’re positioning clients in this fraught environment (Part I) Alison F. Wertz, Bill Few Associates As a financial advisor, the only certainty I can guarantee my clients is that eventually there will be a recession. In almost every meeting with clients, I talk about what […]