March 24, 2020 For more than 33 years, the primary purpose 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 […]
IMPORTANT: Announcement and Guidance During COVID-19 Situation
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 […]
Stocks: What to Know About Growth vs. Value
By: Bill Few Associates Portfolio Manager, Andrew Demosthenous, CFA There are two fundamental styles of investing in stocks. One is growth and the other is value. All investors want to make the right choice when investing their money or their client’s money, and knowing when and how to invest in each style is key. If […]
New IRA Rules and What They Mean to You
By: Bill Few Advisor, ReShelle Barrett, CFP® The end of 2019 brought a big change to retirement accounts. Late December, Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act, which aims to assist in helping people save more money for retirement and have a longer time to do so. The act went […]
5 Important Retirement Planning Age Milestones
By: Bill Few Advisor, ReShelle Barrett, CFP® Remember the excitement of turning 16 so you can get your driver’s license? And 21 to be a legal adult? Important birth dates 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 […]
Women and Finances: Empowering Women to Take Control of Their Finances
Taking control of your financial future requires the same tenacity and determination that women give to other areas of their lives. By: Bill Few Advisor, ReShelle Barrett, CFP® For 28 years, I have been advising clients about financial planning decisions. I was trained and worked on a team with our founder, Bill Few, a pioneer […]
Feeling All Right – Financial Market Update
Feeling All Right – Financial Market Update Last September, everything felt fine. Led by technology stocks, the stock market was up over 10%. The Federal Reserve raised the fed funds rate 0.75% at this point in 2018, causing bond performance to be basically flat, but at least savers were earning something in their savings accounts […]
Interest Rates – How Low Can They Go?
Interest Rates – How Low Can They Go? According to Bloomberg data, the world’s stockpile of negative-yielding debt nearly tripled in size from just a year ago. This phenomenon was born of unorthodox monetary policy carried out by central banks – namely, those in Europe first and then Japan – in the hope of boosting […]
Superstition – Stock Market and Investing
Stock Market and Investing Superstition The opening lyrics to the Stevie Wonder song “Superstition” from 1973 are: Very superstitious, writing’s on the wall Very superstitious, ladders bout’ to fall Thirteen-month-old baby, broke the lookin’ glass Seven years of bad luck, the good things in your past When you believe in things that you don’t understand […]
Are You Making Excuses For Not Speaking With A Financial Advisor?
Mia A. McFadden, CFP® When I tell people I am a financial planner I can feel their anxiety. You would have thought I had put them under a hot lamp and started demanding they remunerate all their financial shortcomings. Meanwhile I’m just making chit chat at the local neighborhood BBQ. Yet a lot of people […]