Weekly Notables

from the Desk of Brian Bickett, CFP®

for the Week of February 27, 2019

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!

— Brian

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.

Warren Buffett Says He Can’t Beat the S&P 500

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.

Zero Motorcycles Unveils Two Rapid-Charging Electric Motorcycles

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.

Where’s Brian?

The annual Soldiers For Jesus Swap Meet is Saturday at the Fine Arts Building in the Central States Fairgrounds…

Additional Articles You May Find Interesting

Understanding Arch Coal Pension Plan Benefit Options

Understanding Arch Coal Pension Plan Benefit Options

Article written by Brian Bickett   I’ve been able to help a handful of people make educated decisions concerning their Arch Coal Pension Plan in the recent months. While it all comes down to your personal financial goals, here are a few points that have helped my...

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Summary of the 2019 Social Security Trustees’ Report

Summary of the 2019 Social Security Trustees’ Report

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...

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