Financial Insights

Posts by Mike Kauffelt II, CFA, Co-Chief Investment Officer
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January 2024 Market Update

Market Update

In my updates, I usually find an investment theme that I want to present to you and then attempt to write about it in an educational and fun way.  Given that the internet and cable TV are chock-full of financial reporting these days, there is better use for your time and mine than just repeating the […]

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Hype versus Reality

Market Update

The title of this summer update applies to how the financial markets have started 2023 and my investigation into AI (artificial intelligence, smart software you can talk with).  The good news is the financial markets have performed well year to date (YTD), much better than all the hype of recession, inflation and economic woes.  The […]

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Rebalancing Your Asset Mix

Market Update

Spring is here and my backyard is full of rabbits.  Many handily survived our mild winter and, yes, they are cute, but these are big bunnies.  I have lived in the same house for three decades now and have seen the ebb and flow of nature over the years.  In the past, we had more […]

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Silver Linings?

Market Update

From a financial viewpoint, 2022 was a year where we all suffered, but I sincerely hope your year was better than mine.  Although I hit a couple happy milestones this year – I celebrated my 60th birthday as well as the 40th anniversary with my lovely wife – this was also the year that Alzheimer’s […]

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Hard or Soft Landing

Market Update

Several years ago, a sports reporter had a great idea.  Each year, they would “retire” some worn out, overused sports cliché, like “smash mouth” football or we play the season “one game at a time.”  In the economic drama that has unfolded over the current Fed tightening cycle, the appropriate economic cliché to retire for […]

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Are We Out of Georgia Yet?

Market Update

As an economic commentator on CNBC was trying to describe how much longer the stock and bond markets might stay down, she said the day-after-day bad news is as irritating as her kids asking, “Are we there yet?” on a car ride. Hearing that triggered childhood memories of my family’s frequent car trips. Around 1970, […]

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May 17, 2022 Market Commentary

Market Update

It is still hard for me to fathom that my high school years were over forty years ago.  Back in the day, mainly because of my size versus my talent, I was quite the athlete.  I will spare you my Al Bundy stories of gridiron glory, but I want to tell you about two-a-day practices.  […]

2021 Year-End Observations

2021 Year-End Observations

Market Update

As we have promised in the past, we want to write to you when we think we can add insight into what is happening in the financial markets.  This time of year, many sources offer their year-end summaries or their 2022 forecasts.  The summaries might be a nice reminder and accurate, but they are the […]

November 2020 Financial Market Review

November 2020 Financial Market Review

Financial Market Update

As this year grinds on, even the most optimistic among us have surely had to search hard to find silver linings in this year’s events.   As you read this, we now have a president-elect declared by the media and a president in office who is riding out the clock for the elections process to be […]

IMPORTANT: Announcement and Guidance During COVID-19 Situation

IMPORTANT: Announcement and Guidance During COVID-19 Situation

2020 Updates

For more than 33 years, the primary concern 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 are here. We […]