“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 […]
Bill Few Associates, Inc. Announces Thomas Beilstein as Co-CIO
PITTSBURGH, 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
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. […]
Leaving a Legacy of Income
ReShelle Barrett, CFP® Are you over age 70 ½ and being forced to take income from your IRA? Wouldn’t it be nice if you could spread that income over future generations? Fortunately, you can. Let’s start with determining when you need to start taking Required Minimum Distributions (RMDs). The IRS allows retirement accounts to grow […]
How Hard is Your 401(k) Working?
ReShelle Barrett, CFP® Are you one of those employees who enrolled in your company’s retirement plan and haven’t looked at the investments since? Or worse yet, haven’t even enrolled in the plan? At least once a year, many will be asked to make decisions regarding your 401(k) plan i.e. would you like to enroll in […]
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 […]
Ward Garner talks about the publication of his new book: How To Protect My Million
Ward 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 […]
Bonds in a Rising Interest Rate Environment
ReShelle Barrett, CFP® Most investors believe that owning bonds means an investment with low or no risk. However, bond investments are inherently exposed to certain risks including interest rate risk. And according to most recent comments by the Federal Reserve Board, there is likely at least one interest rate increase on the agenda for this […]
Like Watching a NASCAR Race? — 3rd Quarter Financial Market Update
By Mike Kauffelt II, CFA, Co-Chief Investment Officer on October 5, 2016 in Financial Market Update, In the News
NASCAR is America’s biggest spectator sport in terms of attendance. For those unfamiliar with the sport, it is a form of auto racing. Its roots come from the rural south where moonshiners needed fast cars and fast drivers to transport their illegal cargo; maybe even to outrun the law on occasion. Today’s NASCAR is now […]
Xanax in the Financial Markets?
By Mike Kauffelt II, CFA, Co-Chief Investment Officer on September 12, 2016 in 2016 Updates, In the News
Xanax is a prescription drug that helps with anxiety and depression. It can help calm someone who is anxious or worried. I suspect the US financial markets have been taking big doses of this drug since the Brexit vote in England back in June. Per a news story in Barron’s, the S&P 500 has gone […]