PITTSBURGH, 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, […]
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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 […]
How Hard is Your 401(k) Working?
Retirement PlanningReShelle Barrett, CFP® Are you one of those employees who enrolled in your company’s retirement plan and haven’t looked at the investments since? Or worse yet, haven’t even enrolled in the plan? At least once a year, many will be asked to make decisions regarding your 401(k) plan i.e. would you like to enroll in […]
Bill Few Associates, Inc. Announces Alison Wertz as New Board Member
In the NewsPITTSBURGH, Pa., (January 19, 2017) — Bill Few Associates, Inc. announces the election of Alison F. Wertz, CFP®, CLU®, to the company’s Board of Directors. Alison Wertz is a Senior Vice President and financial advisor at Bill Few Associates, Inc. With more than 20 years of experience, she offers comprehensive financial planning and investment advice […]
Ward Garner talks about the publication of his new book: How To Protect My Million
In the NewsWard Garner, author of How to Protect My Million Ward Garner is on a mission. With a passion for community service and a “do the right thing” attitude he has always felt compelled to protect people. Ward is not a member of law enforcement nor would he consider himself a superhero. His profession seems […]
Bonds in a Rising Interest Rate Environment
Investment ManagementReShelle Barrett, CFP® Most investors believe that owning bonds means an investment with low or no risk. However, bond investments are inherently exposed to certain risks including interest rate risk. And according to most recent comments by the Federal Reserve Board, there is likely at least one interest rate increase on the agenda for this […]
Like Watching a NASCAR Race? — 3rd Quarter Financial Market Update
Financial Market Update, In the NewsNASCAR is America’s biggest spectator sport in terms of attendance. For those unfamiliar with the sport, it is a form of auto racing. Its roots come from the rural south where moonshiners needed fast cars and fast drivers to transport their illegal cargo; maybe even to outrun the law on occasion. Today’s NASCAR is now […]
Xanax in the Financial Markets?
In the NewsXanax is a prescription drug that helps with anxiety and depression. It can help calm someone who is anxious or worried. I suspect the US financial markets have been taking big doses of this drug since the Brexit vote in England back in June. Per a news story in Barron’s, the S&P 500 has gone […]
How Will the Markets React to the Election?
In the NewsReShelle Barrett, CFP® I tend to get the question “How will the market react if so-and-so wins” often in presidential election years. If I had a crystal ball (and I have one on my desk but it actually only looks pretty), I would be able to answer that question. Even with historical statistics, no one […]
