Financial Insights

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 […]

Andrew Demosthenous joins Bill Few Associates

Andrew Demosthenous joins Bill Few Associates

In the News

Andrew 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

Leaving a Legacy of Income

Estate Planning, Retirement Planning

ReShelle 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?

How Hard is Your 401(k) Working?

Retirement Planning

ReShelle 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 […]

Bonds in a Rising Interest Rate Environment

Bonds in a Rising Interest Rate Environment

Investment Management

ReShelle 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

Like Watching a NASCAR Race? — 3rd Quarter Financial Market Update

Financial Market Update, In the News

NASCAR 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 […]

Contact Michael K. Kauffelt, II, CFA

North Hills Address
107 Mt. Nebo Pointe
Suite 200
Pittsburgh, PA 15237
South Hills Address
740 Washington Road
Mt. Lebanon, PA 15228

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