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 […]
Categories
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. […]
2017 in Review and 2018 Forward
Financial Market UpdateWorry, Worry, Worry and nothing to show for it! Last year will go down as a year where I worried the most about the financial markets and in hindsight, will have to wonder why I bothered. From January to December, almost every day was better than the day before. Worrying about a modest pullback seemed […]
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 […]
The Beat Goes On – 2017 Mid-Year Financial Markets Review
Financial Market Update“The beat goes on, the beat goes on. Drums keep pounding rhythm to the brain. La de da de de, la de da de da.” Those lyrics were written by Sonny Bono and sung by Sonny and Cher in 1967. I was only five years old then; my young parents were only 26. This record […]
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, […]
Andrew Demosthenous joins Bill Few Associates
In the NewsAndrew Demosthenous joins Bill Few Associates in 2017 as an equity analyst. In this capacity, Andrew is responsible for extensive quantitative research and analysis of individual equity investment opportunities. He closely monitors financial markets and equity opportunities, working side by side with the portfolio management team to craft custom portfolios for Bill Few Associates clients. […]
Leaving a Legacy of Income
Estate Planning, Retirement PlanningReShelle Barrett, CFP® Are you over age 70 ½ and being forced to take income from your IRA? Wouldn’t it be nice if you could spread that income over future generations? Fortunately, you can. Let’s start with determining when you need to start taking Required Minimum Distributions (RMDs). The IRS allows retirement accounts to grow […]
