March 24, 2020 For more than 33 years, the primary purpose of Bill Few Associates is our dedication to keeping our clients’ best interests our top priority. In response to the current economic and financial market conditions due to COVID-19, we want to assure our clients of our continued commitment to your financial well-being. We […]
Ward Garner’s Pittsburgh Post-Gazette interview
In the NewsWard Garner,CFP® , discusses his book “How To Protect My Million: Strategies to Identify and Avoid Swindlers” with Gary Rotstein for the Pittsburgh Post-Gazette. Garner is a senior vice president and wealth manager with Bill Few Associates. Aging Edge http://www.post-gazette.com/aging-edge/aging-edge-Q-A/2018/01/08/Ward-Garner-Certified-financial-planner-advises-how-to-avoid-swindles/stories/201801080009 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED […]
Bill Few Associates, Inc. Announces Thomas Beilstein as Co-CIO
In the NewsPITTSBURGH, Pa., (April 24, 2017) — Bill Few Associates, Inc. announces the promotion of Thomas R. Beilstein, CFA, to Co-CIO effective April 17, 2017. Tom has been employed by Bill Few Associates, Inc. since 1991 as a Senior Vice President and Portfolio Manager. Beilstein will share the chief investment officer position with Michael Kauffelt II, […]
Andrew Demosthenous joins Bill Few Associates
In the NewsAndrew Demosthenous joins Bill Few Associates in 2017 as an equity analyst. In this capacity, Andrew is responsible for extensive quantitative research and analysis of individual equity investment opportunities. He closely monitors financial markets and equity opportunities, working side by side with the portfolio management team to craft custom portfolios for Bill Few Associates clients. […]
Bill Few Associates, Inc. Announces Alison Wertz as New Board Member
In the NewsPITTSBURGH, Pa., (January 19, 2017) — Bill Few Associates, Inc. announces the election of Alison F. Wertz, CFP®, CLU®, to the company’s Board of Directors. Alison Wertz is a Senior Vice President and financial advisor at Bill Few Associates, Inc. With more than 20 years of experience, she offers comprehensive financial planning and investment advice […]
Ward Garner talks about the publication of his new book: How To Protect My Million
In the NewsWard Garner, author of How to Protect My Million Ward Garner is on a mission. With a passion for community service and a “do the right thing” attitude he has always felt compelled to protect people. Ward is not a member of law enforcement nor would he consider himself a superhero. His profession seems […]
Priced Into The Market — Quarterly Commentary
In the NewsMike Kauffelt Chief Investment Officer Bill Few Associates, Inc. The next time I hear another economic expert say an event (weather, GDP, Greece, Fed rate hike, etc.) is already priced into the market, I am going to throw something! Many investment experts believe the stock markets are forward-looking. This implies that investors have considered the […]
Financial Planning Tips For New Parents
In the Newsby John Nichols, CFP® Vice President Almost two years ago my wife and I had our first child, a beautiful daughter named Ella. Being nervous first time parents, we wanted to make sure we had everything necessary for Ella’s arrival and luckily for us, numerous websites give a checklist of “must have” baby items. Although […]
A Few Easy Steps Can Help Protect Against Identity Theft Damage
Identity Protection, In the Newsby ReShelle Barrett, CFP® Senior Vice President Once upon a time, we all thought we were safe by not putting personal information on the internet. That meant avoiding online shopping, electronic banking, or even communicating on social websites. Nowadays, if you basically breathe, you are exposed to identity thieves around the world. Even if you […]
Tips to Consider When Rolling Over Your 401(k)
Investment Management, Retirement Planningby ReShelle Barrett, CFP® Senior Vice President Most people have changed jobs or left the work force at some point. This likely means leaving 401(k) accounts with old employers. Although some plans require in-active participants to distribute their account if the balance is under minimum, most will give you several options. Discussing these options with […]
