Building long-term wealth requires thoughtful planning and informed decision-making. One portfolio strategy often considered is investment diversification—an approach that benefits investors at any stage. Whether you’re just starting out or refining an established portfolio, diversification plays a key role in managing risk and supporting consistent growth over time. What Is Investment Diversification? Diversifying your investments […]
Unlocking the Power of Compound Interest
Financial Planning, Investment ManagementAs we observe Financial Literacy Month, it’s important to highlight the significant impact of compound interest, a powerful tool for building wealth. At Bill Few Associates, we believe in empowering individuals with the knowledge to make their money work harder for them, and understanding compound interest is key to that mission. What is compound interest? […]
Mutual Funds and ETFs: Simple Means of Diversification
Financial Planning, Investment ManagementMutual funds and exchange-traded funds (ETFs) are among the most common financial instruments for investors seeking diversification. Many investors are familiar with mutual funds through their 401(k) plans and other retirement accounts, which typically offer a selection of such funds as investment options. However, fewer know about the benefits offered by their ETF cousins, which […]
Why Patience Rewards Investors
Investment ManagementMany of us look forward to summertime as an opportunity to relax and perhaps distance ourselves from some of the chaos of daily life. However, if you tend to keep a close eye on your investment portfolio, these past few months have been especially stressful. Financial markets have taken a significant tumble from post-pandemic highs, […]
Investment Strategy During an Election Year
Investment Management‘This is the most important election of our lifetime’ are words we have heard every four years for as long as I can remember. This year is no different. Although most investors get anxious in an election year, the reality is that the fact that it is an election year does not matter as much […]
Stocks: What to Know About Growth vs. Value
Investment ManagementThere 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 you are curious about the details of growth vs. […]
New IRA Rules and What They Mean to You
Investment Management, Retirement PlanningThe 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 into effect this past January, so it […]
5 Important Retirement Planning Age Milestones
Investment Management, Retirement PlanningRemember 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 Penalty Free Withdrawals from Your 401(k) If […]
Women and Finances: Empowering Women to Take Control of Their Finances
Investment ManagementTaking control of your financial future requires the same tenacity and determination that women give to other areas of their lives. 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 in the Pittsburgh financial planning community. During […]
Interest Rates – How Low Can They Go?
Investment ManagementInterest 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 […]
