Financial Insights

Category: In the News

Listen to Mike Kauffelt Interviewed on the WJAS GD Morning Show!

Financial Planning, In the News

We are thrilled to share two insightful radio interviews with you featuring our Co-Chief Investment Officer, Mike Kauffelt, on the WJAS GD Morning Show with Darryl Grandy and Greg Maxwell. In these interviews, Mike delves into a range of topics, offering valuable insights into the world of finance and investment. The two interviews below cover: […]

Becoming an Employee-Owned Firm

In the News

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

Feeling All Right – Financial Market Update

In the News

Feeling 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

Important Dates for Investors

In the News

ReShelle 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

2018 Contribution Limits for Retirement Plans

In the News

ReShelle 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

Ward Garner’s Pittsburgh Post-Gazette interview

In the News

Ward 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 […]

Time to Rebalance Your Portfolio – Market Update

Time to Rebalance Your Portfolio – Market Update

In the News

ReShelle 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 […]

Saving for College – 529 Plan Account

Saving for College – 529 Plan Account

In the News

ReShelle 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 […]