Thanksgiving 2020 Is There Something to be Thankful for this Year? 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 […]
Investment Strategy During an Election Year
By: Bill Few Senior Vice President, ReShelle Barrett, CFP® ‘This is the most important election of our lifetime’ are words we have heard every four years for as long as I can remember. This year is no different. Although most investors get anxious in an election year, the reality is that the fact that it […]
National Savings Day: 10 Ways to Save
By: Bill Few Associates, Inc. Today is National Savings Day and is a great opportunity to consider different ways you can save money and if you are saving enough. It is always a good idea to periodically review the basics of saving money and budgeting so that you are prepared in case of a financial […]
How to Choose the Right Financial Advisor
By: Bill Few Associates Vice President, Mia Kovacs, CFP® When the thought comes to mind of contacting a financial advisor to assist with financial planning, some may dismiss the idea thinking they have not acquired enough wealth to warrant such services. That is simply not so. Financial planning services are for everyone and can help you […]
National Financial Awareness Day: 8 Retirement Planning Tips
By: Bill Few Associates, Inc. Today is National Financial Awareness Day, and while this day is not widely known or as popular as other holidays, its purpose is significant. This day is a reminder to get your finances in order so you can be prepared for your future. Being financially aware can play a major […]
Rebalancing Your Portfolio During Challenging Times
By: Bill Few Associates Executive Vice President, Kenneth J. Como Most of us never would have predicted that we would be living through a pandemic in 2020. It has quite literally changed how we live. Schedules have changed, work priorities have shifted, how we handle our day-to-day activities is nothing like before, and moreover, finances […]
The Suspension of Required Minimum Distributions for 2020
By: Bill Few Associates Vice President, Mia Kovacs, CFP® COVID-19 is a health crisis, and yet it has impacted so much more than our physical wellbeing. The requirements of stay-at-home orders have also affected many financially. In an effort to provide relief, legislation has been enacted as people and governments around the globe struggle to […]
Positioning Client Portfolios:
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 […]
We Are Here. Keep Your Appointment with Your Financial Advisor.
With the world operating differently lately, we realize your priorities may have shifted, and understandably so. But while many things have changed and are changing, one thing still holds true at Bill Few Associates – our commitment to you and your financial well-being. Our financial advisors are working remotely at this time, but they are […]
Retirement Planning During Volatile Market Conditions
By: Bill Few Associates Executive Vice President, Alison Wertz CFP® CLU® In times of sudden market downturns, and in this new COVID-19 economy, I am reminded of Rudyard Kipling’s advice to “keep your head when all about you are losing theirs.” I do this by focusing on each client’s individual investment strategy, not the noise. […]