2015 in Review and a Look Ahead to 2016

Like Treading Water Last year, the returns for most financial investment categories were flat to mildly negative. For a well-diversified portfolio of investments, the lack of progress for 2015 felt like treading water; basically going nowhere. I am sure most of you know how to swim and to tread water. Treading water takes a lot […]

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Priced Into The Market — Quarterly Commentary

Mike Kauffelt Chief Investment Officer Bill Few Associates, Inc. The next time I hear another economic expert say an event (weather, GDP, Greece, Fed rate hike, etc.) is already priced into the market, I am going to throw something! Many investment experts believe the stock markets are forward-looking. This implies that investors have considered the […]

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Financial Planning Tips For New Parents

by John Nichols, CFP® Vice President Almost two years ago my wife and I had our first child, a beautiful daughter named Ella.  Being nervous first time parents, we wanted to make sure we had everything necessary for Ella’s arrival and luckily for us, numerous websites give a checklist of “must have” baby items.  Although […]

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A Few Easy Steps Can Help Protect Against Identity Theft Damage

by ReShelle Barrett, CFP® Senior Vice President Once upon a time, we all thought we were safe by not putting personal information on the internet. That meant avoiding online shopping, electronic banking, or even communicating on social websites. Nowadays, if you basically breathe, you are exposed to identity thieves around the world. Even if you […]

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Tips to Consider When Rolling Over Your 401(k)

by ReShelle Barrett, CFP® Senior Vice President Most people have changed jobs or left the work force at some point. This likely means leaving 401(k) accounts with old employers. Although some plans require in-active participants to distribute their account if the balance is under minimum, most will give you several options. Discussing these options with […]

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Necessary Change

If you are like me, as we get older, we realize that change can be frustrating.  It happens when a favorite brand, service or website changes for what seems to be little reason, upsetting what had been a very comfortable relationship.  For instance, one of the websites I visit frequently for timely information is Bloomberg […]

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