Weekly Notables Archives

Weekly Notables 8-21-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of August 21, 2019Inverted Yield Curve... This week's financial article explores the brief inverted yield curve which occurred last week.  The article outlines that not only has an inverted...

Weekly Notables 8-14-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of August 14, 2019Perspective... This week's financial article explores Warren Buffett's response to the question "What would you do to live a happier life - if you could live all over again?" ...

Weekly Notables 8-7-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of August 07, 2019Peaking behind the curtain... This week's financial article introduces you to Dr. David Kelly, Chief Global Strategist of J.P.Morgan Asset Management.  He writes a widely-followed,...

Weekly Notables 7-24-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of July 24, 2019Speculating... This week's financial article reviews some of the potential drawbacks of the SECURE Act of 2019 to beneficiary investors - in it's current form, as it passed the...

Weekly Notables 7-17-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of July 17, 2019Active 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...

Weekly Notables 7-10-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of July 10, 2019Saving vs Investing... Saving and investing are both important; however they are not the same thing.  My definition of saving is relatively low returns with very little (if any) risk...

Weekly Notables 7-3-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of July 03, 2019Gratitude... Take a moment (or much longer) this holiday week and acknowledge the sacrifices of so many that allow us the freedoms we enjoy.  No one got to where they are today...

Weekly Notables 6-26-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of June 26, 2019Values... Most of you that are clients have worked thru the Values Card exercise with me which helps to identify your top 5 values.  We then revisit these values when significant...

Weekly Notables 6-19-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of June 19, 2019Rule of Thumb... While a "Rule of Thumb" can be a great initial step and a motivator for some to get started, they are generally based on a large number of data points and based on...

Weekly Notables 6-12-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of June 12, 2019Market Timing... The weekly notable finance article provides three examples of assets (Bitcoin, S&P 500 and Gold) and how the time period used for calculating investment returns...

Weekly Notables 6-5-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of June 05, 2019Purposeful Life... I don't know if there's any merit to Peter Starr's claim that living a "purposeful life" had a part in his recovery from cancer.  However, I do believe that...

Weekly Notables 5-29-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of May 29, 2019Summer Kick-Off... Memorial Day marks the unofficial beginning of Summer even as the weather still feels like early Spring.  It's hard to believe that the days will start to get...

Weekly Notables 5-22-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of May 22, 2019The Emotional Side of Retirement... When I first began walking alongside clients thru the retirement process, I was surprised how the transition from full-time employment effected...

Weekly Notables 5-15-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of May 15, 2019The Science of Well-Being... While I just signed up for the class myself, some of the practices and mindset changes from the article's author include: Learning new skills for a more...

Weekly Notables 5-8-19

Weekly Notables from the Desk of Brian Bickett, CFP®for the Week of May 08, 2019Volatility Expected to Continue... Like or dislike* the current president (as the view from the middle continues to not make the headlines), his approach to negotiating and unfiltered...

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