Looking around the conference table in 2021, the five owners of Bill Few Associates—all of them in or nearing their sixties—realized they needed a succession plan. The market to sell a business like theirs was hot and they saw many Pittsburgh-based financial planning firms choose to go that route over the last 10 years. But […]
Feeling All Right – Financial Market Update
In the NewsFeeling 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 […]
Important Dates for Investors
In the NewsReShelle Barrett, CFP® Important Dates for Investors Remember the excitement of turning 16 so you can get your driver’s license? And 21 to be a legal adult? Important birthdates 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 […]
2018 Contribution Limits for Retirement Plans
In the NewsReShelle Barrett, CFP® Nobody wants to think of filing tax returns at this time of year but the following limits should help in planning for your 2018 retirement account contributions. There is plenty of time to make IRA/Roth contributions (April 15, 2019 is deadline for 2018 contributions) but if you are trying to maximize your […]
Ward Garner’s Pittsburgh Post-Gazette interview
In the NewsWard Garner,CFP® , discusses his book “How To Protect My Million: Strategies to Identify and Avoid Swindlers” with Gary Rotstein for the Pittsburgh Post-Gazette. Garner is a senior vice president and wealth manager with Bill Few Associates. Aging Edge http://www.post-gazette.com/aging-edge/aging-edge-Q-A/2018/01/08/Ward-Garner-Certified-financial-planner-advises-how-to-avoid-swindles/stories/201801080009 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED […]
Bill Few Associates’ Winter Olympics Video
In the NewsBill Few Associates aired this video during the 2018 Winter Olympics television coverage. It serves as a tribute to the value of working hard, preparing well, and staying focused toward your goals. […]
Time to Rebalance Your Portfolio – Market Update
In the NewsReShelle Barrett, CFP® It seems as though the markets continue to reach new highs almost daily. And the good news is the economy is relatively healthy which to some degree supports higher market levels. For example, unemployment is very low at 4.4%, household net worth continues to climb, interest rates and inflation remain low, personal […]
2017 3rd Quarter Update – Good News, Bad News, Lots of Bad News
In the NewsI spent the better part of the past weekend deciding what to write for this update. Originally, it was going to focus on how the markets have been ignoring bad news and delivering good results for the year. I was also going to make this update as brief as possible. I know there are many […]
Saving for College – 529 Plan Account
In the NewsReShelle Barrett, CFP® Despite rising costs of college and higher education, a degree or certification is more important than ever, but one way to combat those costs are by contributing to a tax-efficient 529 plan account. These plans are for anyone that wants to save for higher education including parents with children of any age […]
Bill Few Associates, Inc. Announces Thomas Beilstein as Co-CIO
In the NewsPITTSBURGH, Pa., (April 24, 2017) — Bill Few Associates, Inc. announces the promotion of Thomas R. Beilstein, CFA, to Co-CIO effective April 17, 2017. Tom has been employed by Bill Few Associates, Inc. since 1991 as a Senior Vice President and Portfolio Manager. Beilstein will share the chief investment officer position with Michael Kauffelt II, […]
