ReShelle Barrett, CFP® Important Dates for Investors Remember the excitement of turning 16 so you can get your driver’s license? And 21 to be a legal adult? Important birthdates don’t end there. As you head toward retirement, consider the following dates as they may be critical in ensuring your financial plan’s success: Age 55 Possible […]
2018 Contribution Limits for Retirement Plans
ReShelle Barrett, CFP® Nobody wants to think of filing tax returns at this time of year but the following limits should help in planning for your 2018 retirement account contributions. There is plenty of time to make IRA/Roth contributions (April 15, 2019 is deadline for 2018 contributions) but if you are trying to maximize your […]
The Rocky Road to Nowhere – 2018 First Quarter Review
Tom Beilstein, CFA Co-CIO, Bill Few Associates, Inc. The first quarter of 2018 saw the return of volatility as market participants weighed the good news versus the bad news. The S&P 500 started the year off on a positive note as investors digested the possible benefits from corporate and individual tax cuts, rallying 7.6% through […]
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 […]
Bill Few Associates’ Winter Olympics Video
Bill Few Associates aired this video during the 2018 Winter Olympics television coverage. It serves as a tribute to the value of working hard, preparing well, and staying focused toward your goals.
2017 in Review and 2018 Forward
By Mike Kauffelt II, CFA, Co-Chief Investment Officer on January 10, 2018 in Financial Market Update
Worry, Worry, Worry and nothing to show for it! Last year will go down as a year where I worried the most about the financial markets and in hindsight, will have to wonder why I bothered. From January to December, almost every day was better than the day before. Worrying about a modest pullback seemed […]
Time to Rebalance Your Portfolio – Market Update
ReShelle Barrett, CFP® It seems as though the markets continue to reach new highs almost daily. And the good news is the economy is relatively healthy which to some degree supports higher market levels. For example, unemployment is very low at 4.4%, household net worth continues to climb, interest rates and inflation remain low, personal […]
2017 3rd Quarter Update – Good News, Bad News, Lots of Bad News
I spent the better part of the past weekend deciding what to write for this update. Originally, it was going to focus on how the markets have been ignoring bad news and delivering good results for the year. I was also going to make this update as brief as possible. I know there are many […]
Saving for College – 529 Plan Account
ReShelle Barrett, CFP® Despite rising costs of college and higher education, a degree or certification is more important than ever, but one way to combat those costs are by contributing to a tax-efficient 529 plan account. These plans are for anyone that wants to save for higher education including parents with children of any age […]
The Beat Goes On – 2017 Mid-Year Financial Markets Review
“The beat goes on, the beat goes on. Drums keep pounding rhythm to the brain. La de da de de, la de da de da.” Those lyrics were written by Sonny Bono and sung by Sonny and Cher in 1967. I was only five years old then; my young parents were only 26. This record […]