Author Archive | Bill Few Admin

Ward Garner’s Pittsburgh Post-Gazette interview

Ward 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 […]

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Andrew Demosthenous joins Bill Few Associates

Andrew 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. […]

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Bill Few Associates, Inc. Announces Alison Wertz as New Board Member

PITTSBURGH, 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 […]

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Priced Into The Market — Quarterly Commentary

Mike 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 […]

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Financial Planning Tips For New Parents

by 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 […]

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A Few Easy Steps Can Help Protect Against Identity Theft Damage

by 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 […]

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Tips to Consider When Rolling Over Your 401(k)

by 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 […]

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