As we head into Q2 of 2021, we can all likely agree that our financial mindset at this point in 2021 is different than it was in the second quarter of 2020. Within the last year, a lot has changed around us. We have experienced many challenges, and our priorities have likely shifted. Due to […]
What to Review at Year End with Your Financial Advisor
Financial PlanningWe are nearing the end of a year that has not been like any other year we have experienced so far. Between the pandemic, circumstances that have changed for many businesses, job security or changing how many people work, the election, and anything else that came up, it is definitely a year that likely came […]
National Savings Day: 10 Ways to Save
Financial PlanningToday is National Savings Day and is a great opportunity to consider different ways you can save money and if you are saving enough. It is always a good idea to periodically review the basics of saving money and budgeting so that you are prepared in case of a financial emergency, or for large ticket […]
How to Choose the Right Financial Advisor
Financial PlanningWhen the thought comes to mind of contacting a financial advisor to assist with financial planning, some may dismiss the idea thinking they have not acquired enough wealth to warrant such services. That is simply not so. Financial planning services are for everyone and can help you set up and attain financial goals. Deciding to […]
Positioning Client Portfolios:
Financial Planning, Retirement Planningby 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 […]
We Are Here. Keep Your Appointment with Your Financial Advisor.
Financial Planning, Retirement PlanningWith 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 arehere […]
Retirement Planning During Volatile Market Conditions
Financial Planning, Retirement PlanningIn 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 […]
