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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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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