Weekly Notables Archives

Weekly Notables 12-11-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of December 11, 2019Ode to the ROTH... This week's notable investing article covers the many ways a ROTH IRA can be utilized outside of just retirement investing. The article covers a quick primer...

Weekly Notables 12-4-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of December 04, 2019Effective use of financial psychology... This week's notable personal finance article covers the practical implementation of financial psychology theory developed by Dr. Brad Klontz...

Weekly Notables 11-27-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of November 27, 2019Industry consolidation... This week's investing article details reports that brokerage firm Charles Schwab is in talks to purchase TD Ameritrade for $26 billion. This announcement...

Weekly Notables 11-20-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of November 20, 2019How can they afford that... This week's personal finance article explores the seemingly more common phenomenon of comparing your financial situation and lifestyle to that of others...

Weekly Notables 11-13-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of November 13, 2019One of the benefits of giving... This week's personal finance article explores a recent study on how giving time to help others may help you live longer than giving money. The results...

Weekly Notables 11-6-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of November 06, 2019Staying on task... This week's career article covers one small company's experiment with forcing the reduction of the workday to 5 hours The experiment has some interesting results...

Weekly Notables 10-30-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of October 30, 2019Rate Cut... This week's economic article covers today's Fed announcement of the quarter-point rate cut and commentary regarding guidance on future monetary policy. While the Federal...

Weekly Notables 10-23-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of October 23, 2019ROTH Conversions... This week's tax planning article covers three strategies that can be used to lower lifetime and, in some cases, generational taxes.  One of the strategies on...

Weekly Notables 10-16-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of October 16, 2019Living YOUR Life... I recently stumbled into this TEDx Talk titled "Why is Everyone So Fat, Broke and Busy?" .   It wasn't until the end that I realized that it was recorded...

Weekly Notables 10-9-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of October 09, 2019The Pension Benefit Guaranty Corporation... This week's retirement income article discusses GE's recent announcement to discontinue their employee pension plan as well as their offer...

Weekly Notables 10-2-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of October 02, 2019Social Security COLA... This week's retirement income article covers the expected Social Security COLA to be announced later this month, preparing Social Security Retirement Benefit...

Weekly Notables 9-25-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of September 25, 2019Mandatory Arbitration... This week's personal finance article explores the topic of mandatory arbitration agreements.  I agree with one of the sources of the article in that...

Weekly Notables 9-18-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of September 18, 2019Please enjoy this issue of "Weekly Notables"... This week's edition begins with the first of two personal finance articles which covers how, in specific circumstances, paying cash...

Weekly Notables 9-11-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of September 11, 2019Please enjoy this issue of "Weekly Notables"... This week's edition begins with an economic article on August's Jobs Report released last week showing the Mining and Logging sector...

Weekly Notables 9-4-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of September 04, 2019Please enjoy this issue of "Weekly Notables"... This week's edition begins with a market article providing an update on the on-going back and forth "negotiations" between President...

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