Weekly Notables

from the Desk of Brian Bickett, CFP®

for the Week of July 17, 2019

Active Pursuit of Goals…

This past Sunday, Nicole and I took advantage of an opportunity to complete a Spartan Sprint at Fort Carson in Colorado.  It was the first time either of us attempted an obstacle course race and, in hind-sight, we didn’t have any idea what we were in for.

Both of us include Health – placing importance on physical and emotional well-being – as one of our top 5 values and committing to the Sprint helped motivate us to pursue better physical health leading up to the event.  It was most interesting to me to feel again the accompanying increase in emotional well-being that was an unexpected side effect of the regular physical exercise.

The challenge that now lays before us is maintaining the discipline to continue placing exercise as a priority.

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.

Rate Cut with Stock Market at All-Time Highs?

This article compares current economic conditions to those in the past when the Fed has made rate cuts.  It also explains why the possible July rate cut would be the first true “insurance” cut.

2020 Harley-Davidson LiveWire Review:  23 Fast Facts

Several interesting take-away’s from test riding the production version of the H-D LiveWire including Number 23: the target market is not entry level urban millennial’s, but the typical Tesla owner instead.

Where’s Brian?

Looking forward to Hills Alive

Additional Articles You May Find Interesting

Presidential Election, Volatility, and the Long View

Presidential Election, Volatility, and the Long View

Article written by Brian Bickett The presidential election is looming next week and, considering the many surprises 2020 has already brought us, the outcome of the election is shrouded with uncertainty, speculation, and angst.  Beyond how the election winner will...

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CARES Act – Returning unwanted 2020 RMDs

CARES Act – Returning unwanted 2020 RMDs

Article written by Brian Bickett   One of the key provisions of the CARES Act, the coronavirus relief act that took effect this spring, permitted retirement account holders to bypass required minimum distributions (RMDs) for 2020. RMDs are the annual withdrawals...

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Summary of the 2020 Social Security Trustees’ Report

Summary of the 2020 Social Security Trustees’ Report

The Social Security Board of Trustees released their annual report at the end of April once again this year.  The report for 2019 spans 276 pages that go into detail about the current financial status, future assumptions, and projections.  Once again…

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