by Michael Lecours | Aug 17, 2016 | Economy, Uncategorized
Recently we introduced The Money Management Tool to help clients better organize their financial lives. The tool has lots of features and we will occasional explain how some of the features are being used by our clients (or should be used) to help them reach their...
by Michael Lecours | Aug 17, 2016 | Asset Allocation, Finding Confidence, Investment Behavior, Uncategorized
Recently we introduced The Money Management Tool to help clients better organize their financial lives. The tool has lots of features and we will occasional explain how some of the features are being used by our clients (or should be used) to help them reach their...
by Michael Lecours | Aug 1, 2016 | Saving, Saving for College, Uncategorized
Someone can reach an ambitious financial goal (such as saving for college education) despite having limited cash flow available to fund the goal. The goal can be accomplished by using a creative saving strategy called a serial payment. Many clients that I have worked...
by Michael Lecours | Jul 30, 2016 | Saving, Saving for College, Uncategorized
In a recent post, I argued that there is a flaw in the most common approach saving for a big goal like college education. I argue that in some cases, saving for a goal should be done the way you would if you were to begin training for a road race. If you begin to...
by Michael Lecours | Jul 28, 2016 | Saving, Saving for College, Uncategorized
The most common saving strategy is where the investor saves a specific and set amount of money on a regular basis. For example, $200 is automatically set aside (and possible invested) by a young family every single month to fund future college education expenses until...
