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 […]
With the world operating differently lately, we realize your priorities may have shifted, and understandably so. But while many things have changed and are changing, one thing still holds true at Bill Few Associates – our commitment to you and your financial well-being. Our financial advisors are working remotely at this time, but they are […]
By: Bill Few Associates Executive Vice President, Alison Wertz CFP® CLU® 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. […]
