by Michael Lecours | Nov 11, 2013 | Economy, Finding Confidence, Uncategorized
Much of the attention over the last few months on the effects of interest rates and bond tapering on your portfolio focus on the immediate consequences – a decline in bond values. But rising interest rates can be good for your portfolio over a longer time period due...
by Michael Lecours | Nov 6, 2013 | Economy, Finding Confidence, Politics & the Economy, Uncategorized
It’s hard to believe the energy revolution that is going on in this country. It’s being touted as a “game-changer” and “transformative”. The US is quickly becoming the low cost provider of energy. International companies are in the process of building new...
by Michael Lecours | Oct 26, 2013 | Economy, Finding Confidence, Investment Behavior, Uncategorized
Many experts argue that the Great Recession may have been the worst economic event since the Great Depression. But how does it compare to other economic events that have happened? According to a new more encompassing economic indicator by the International Monetary...
by Michael Lecours | Oct 25, 2013 | Finding Confidence, Uncategorized
This week when we reviewed accounts for several clients, we found a few examples of client portfolios that have doubled in value over 10 or 11 years. That equates to a 6%-7% rate of return each year on average. Not too bad given that happened during some turbulent...
by Michael Lecours | Oct 19, 2013 | Trend Updates, Uncategorized
The Active Asset Allocation Portfolio utilizes a trend following strategy by buying and selling securities based on established price trends in each asset class. Below is a snapshot of the current trends we are following: US Equities: The bright spot in the world...
