In 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 […]
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April 2020 Financial Market Review
Financial Market UpdateThe first quarter of 2020 proved to be one of the most volatile on record. By the end of the quarter, market performance reached lows not seen since the Global Financial Crisis. As we are all aware, this severe decline was a result of the pandemic caused by COVID-19. When looking at the returns for […]
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; […]
Announcement concerning business operations during COVID-19
2020 UpdatesMarch 24, 2020 For more than 33 years, the primary purpose of Bill Few Associates is our dedication to keeping our clients’ best interests our top priority. In response to the current economic and financial market conditions due to COVID-19, we want to assure our clients of our continued commitment to your financial well-being. We […]
IMPORTANT: Announcement and Guidance During COVID-19 Situation
2020 UpdatesFor more than 33 years, the primary concern of Bill Few Associates is our dedication to keeping our clients’ best interests our top priority. In response to the current economic and financial market conditions due to COVID-19, we want to assure our clients of our continued commitment to your financial well-being. We are here. We […]
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 […]
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 […]
