By: Mia Kovacs, CFP® Emotions can aid our basic survival. They can motivate us to take action, encourage us to avoid danger and provide us with the empathy necessary to create relationships. Regarding financial markets though, emotions most certainly do not help and yet the markets move with the mass’ emotional responses. Driven by two primary emotions: […]
By: Bill Few Associates Portfolio Manager, Andrew Demosthenous, CFA There are two fundamental styles of investing in stocks. One is growth and the other is value. All investors want to make the right choice when investing their money or their client’s money, and knowing when and how to invest in each style is key. If […]
By: Bill Few Advisor, ReShelle Barrett, CFP® The end of 2019 brought a big change to retirement accounts. Late December, Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act, which aims to assist in helping people save more money for retirement and have a longer time to do so. The act went […]
By: Bill Few Advisor, ReShelle L. Barrett, CFP® Remember the excitement of turning 16 so you can get your driver’s license? And 21 to be a legal adult? Important birth dates don’t end there. As you head toward retirement, consider the following dates as they may be critical in ensuring your financial plan’s success: Age […]
Taking control of your financial future requires the same tenacity and determination that women give to other areas of their lives. By: Bill Few Advisor, ReShelle Barrett, CFP® For 28 years, I have been advising clients about financial planning decisions. I was trained and worked on a team with our founder, Bill Few, a pioneer […]
