from the Desk of Brian Bickett, CFP®
The overlap of things that matter and things you can control…
This week’s notable finance article covers the challenges Warren Buffett and his hand-selected investing gurus have had trying to beat the S&P 500.
This article further supports my belief and usage of a passive investment management philosophy. Portfolios are still actively managed in the areas of rebalancing, asset location, tax-loss harvesting and performance monitoring. However, investment vehicles are selected based on their ability to track the selected index for a given asset class at the least available cost without the expectation, or hope, that they will beat the index.
Enjoy the ride of YOUR life!
Find Your Financial Roadmap.
Brian can help you develop a roadmap to get you from where you are to where you want to go — and then put it in action, making your money work for you to avoid behavioral mistakes.
This article covers an interview Warren Buffett had with CNBC where he says that he has had a “tough time” beating the S&P 500.
Two of the major drawbacks to electric vehicles of any kind has been limited range and the time to fully re-charge. Zero Motorcycles address the second with the ability to charge to nearly full charge in about an hour. Couple that with instant 140 pound-foot of torque, 100+ horsepower and a top speed of 124 mph – brings a smile to my face just thinking about it.
Additional Articles You May Find Interesting
Article written by Brian Bickett You and I both know that South Dakota was ranked the best state for retirement in Bankrate’s 2018 “Best and worst states for retirement” study which is summarized here. The study ranked South Dakota #1 overall based on rankings...read more
Summary of the 2019 Social Security Trustees' Report Article written by Brian Bickett Earlier than in the past, the Social Security Board of Trustees released their annual report at the end of April this year. The report for 2018 spans 270 pages that go...read more
Article written by Brian Bickett Do I have enough life insurance? It’s a simple question with a simple answer. However getting from the question to the answer requires a bit of exploration. And that exploration always begins with “Can you tell me why...read more
Start your journey to financial freedom and peace of mind today.
CONNECT WITH US
Iron Mountain Financial Planning LLC (“IMFP”) is a registered investment adviser offering advisory services in the States of South Dakota and Wyoming and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IMFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of IMFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.