Today is National Financial Awareness Day, and while this day is not widely known or as popular as other holidays, its purpose is significant. This day is a reminder to get your finances in order so you can be prepared for your future. Being financially aware can play a major role in how you spend […]
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 […]
