We have moved our North Hills office to
2100 Georgetown Drive, Suite 600, Sewickley, PA 15143
Our Mt. Lebanon office location remains unchanged

Financial Insights

Category: Retirement Planning

How 401(k) Changes in 2025 Impact Your Retirement Savings

Financial Planning, Retirement Planning

Updates to 401(k) contribution limits and rules in 2025 offer new opportunities for workers to bolster their retirement savings. Whether you’re a seasoned saver or just starting your retirement journey, understanding these changes can help you make the most of your contributions. Here’s a closer look at what’s changing and how it could affect your […]

Positioning Client Portfolios_ Federated Hermes, Northwestern Mutual, Bill Few A

Positioning Client Portfolios:

Financial Planning, Retirement Planning

by 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 […]