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...

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...

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...

January 6, 2019

The markets must’ve been on the naughty list this year as the “Santa Claus Rally”[1] experienced the inverse of its historical past.  For example, in December 2018, the S&P 500 TR (“S&P”) declined -9.03%[2] and the Dow Jones Industrial Average TR (“Dow”) was down -8.59...

December 6, 2018

All bubbles, regardless the type, have one thing in common – at some point, they pop.  And when they do, avoiding their path of destruction is wise.  Bubbles within the financial markets have been documented as far back as the 1630’s when the Dutch experienced “tulip m...

September 4, 2018

Las Vegas is the city of lights and fun, but it is also the city of odds.  Every game played has a set of probabilities describing the odds of the house winning vs. the player.  Even though Vegas was built on losers, people continue to help Vegas become bigger and bett...

May 1, 2018

​​There are books full of different ways to categorize, screen, and evaluate a good investment, but instead of theories they are called strategies.  For example, LBW would be considered a “value” investor because we implement a “value” investing strategy[1].  There are...

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...

October 23, 2017

HOW LBW SEES IT

At LBW we typically take a contrarian view as it pertains to our industry – it’s built into our culture.  However, performance chasing[1], and the potential harm it can cause, is a subject where sticking with the crowd seems best.  Instead of going into...

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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.