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.

March 30, 2018

In our blog, “Making the Bet - Part 1: The Game”,  we made the point that concentration is often viewed in a vacuum and instead needs to be viewed holistically.  Doing so can uncover concentration and previously-unknown risks.  However, concentration from a finite leve...

March 1, 2018

​The word concentration is frequently used in the financial world.  Phrases like “you need to be more diversified to avoid concentration” or “you are over-concentrated in equities” are often thrown around by financial professionals, and for good reason, as concentratio...

February 28, 2017

First, LBW would like to give a shout out to Erin Ogden, co-owner of OgdenGlazer, LLC for providing the article that we have based this blog post on.  Second, our post is a response to the article linked below, please read it to gain more clarity on the subject (we apo...

January 31, 2017

In the financial services industry we constantly hear different jargon and phrases, and one phrase often quoted as it relates to an individual’s finances is: “don’t put all your eggs in one basket”. The saying has been around for centuries, and can be traced back to pr...

July 13, 2016

​How LBW See’s It​
Every quarter it seems we start our commentary with a new “OMG” (yes, LBW used “OMG” as an acronym for “OH MY GOSH”) event and Q2 of 2016 did not disappoint.  Headlines were flooded with the BREXIT (a hype word for the United Kingdom exiting the Euro...

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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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