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 may feel uncertain. Planning is not what it was six […]
The Suspension of Required Minimum Distributions for 2020
Financial Planning, Retirement PlanningCOVID-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 contend with and contain COVID-19. At the end of […]
Positioning Client Portfolios:
Financial Planning, Retirement Planningby 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.
Financial Planning, Retirement PlanningWith 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 arehere […]
Retirement Planning During Volatile Market Conditions
Financial Planning, Retirement PlanningIn 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. For instance, I may counsel a 40-year-old client with a 25-year […]
This is a Time for Fundamentals; Not Fear
Financial Planning, Retirement PlanningEmotions can aid our basic survival. They can motivate us to take action, encourage us to avoid danger and provide us with the empathy necessary to create relationships. Regarding financial markets though, emotions most certainly do not help and yet the markets move with the mass’ emotional responses. Driven by two primary emotions: fear and greed; […]
Are You Making Excuses For Not Speaking With A Financial Advisor?
Financial PlanningMia 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 […]
