LBW INSIGHTS

Our blog LBW INSIGHTS' purpose is to discuss and collaborate with individuals about financial planning, estate planning, and value-oriented investment management topics.

We write about Financial Planning, Estate Planning, Investment Management, Retirement, Budgeting, Debt Management, 401(k)s, IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, Tax Planning, Insurance Planning, College Planning, and much more.

November 14, 2019

An overarching goal of business owners is minimizing the amount of taxes they have to pay; after all, it’s their hard-earned money!  The government will inevitably get a cut, but if the business is a qualified small business, they can greatly reduce how much their grow...

October 7, 2019

Since early 2000s, real estate prices have been on the rise.  For example, in San Francisco, the median home price for a two-bedroom home has increased over 228%.  To put this in perspective, in the year 2000 one could have bought a two-bedroom home for $420,000; that...

August 30, 2019

Most people aren’t ‘car people,’ meaning that they don’t have much interest in what they’re driving.  For these folks, the goal is to get from A to B in an efficient and safe manner.  According to AAA, the average American spends around 51 minutes driving each day, goi...

August 8, 2019

Since the 2008 global financial crisis, central banks have assisted and stabilized their respective countries through loose monetary policy.  Fast-forward to today and central banks are still sitting in the limelight with investors and others reading and anticipating w...

August 2, 2019

How LBW Seens It

2019 has been widely successful for most asset prices.  For example, year-to-date[1] the S&P 500 TR is up 18.39%[2], the Russell 3000® 18.70%[3], and the MSCI ACWI ex USA GR 13.99%[4].  Furthermore, on June 28th, 2019, the S&P 500 closed at 2,941.76[5];...

July 2, 2019

If one were to participate in an LBW company meeting, they would most likely hear a conversation surrounding Charlie Munger’s concept of mental models.  Munger believes one should study and understand the fundamentals of multiple core subjects, such as math or physics....

May 8, 2019

When clients, prospects, or passersby come to us and inquire about planning, we like to describe the basics of planning with the following analogy:

“Imagine you are at a wedding and the bride and groom have a tower of champagne glasses.  To fill them up, they grab a bot...

April 29, 2019

How LBW Sees It

Last quarter we addressed our concern about the potential for more volatility entering into 2019.  We witnessed volatility - it just happened to be positive, not negative.  For example, in Q1 of 2019, the S&P 500 TR was up 13.65%[1], the Russell 3000® in...

March 6, 2019

I (Tim) began writing this post with a different subject in mind (we will write about it in another post to come).  As I began to write, my fingers just moved on their own and I wrote something completely different.  Stories always begin with interesting subjects and I...

February 13, 2019

When we speak about how we invest, we often get questions about dividend-paying companies and if we invest in them in our clients’ portfolios.  We can understand the affinity to such companies.  Dividend-payors can be perceived as higher-quality because of their income...

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6410 Enterprise Ln., Ste. 120

Madison, WI 53719

(608) 286-1321

tsbickmore@lbw-wealth.com

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Leach, Bickmore & Weiss Wealth Management is a registered trademark of Leach, Bickmore & Weiss Wealth Management, LLC

LBW Wealth Management is a registered trademark of Leach, Bickmore & Weiss Wealth Management, LLC

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Copyright © 2019 by Leach, Bickmore & Weiss Wealth Management, LLC.  All rights reserved.