by Michael Lecours | Jul 20, 2013 | Investment Behavior, Investment Strategies, Retirement, Rule of Thumb, Uncategorized
Asset allocation is an important component to any portfolio. It deals with the ratio between various asset classes such as stocks and bonds. Many investors don’t know where to start or how to determine if their asset allocation is appropriate based on their...
by Michael Lecours | Jun 27, 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 trends in US Equities are...
by Michael Lecours | Jun 21, 2013 | Economy, Finding Confidence, Politics & the Economy, Uncategorized
It’s been a big week! But don’t lose focus on the long term. Too many people are making a big deal over the Fed’s announcement earlier this week, resulting in traders kicking up a lot of dust in the markets and the talking heads dissecting the meaning of the...
by Michael Lecours | Jun 19, 2013 | Trend Updates, Uncategorized
During our last trend update, we wrote about trends starting to change in bonds. While US bonds have not maintained a clear direction for the past few months, we were pleased with the performance of emerging market debt and many actively managed funds. In a rather...
by Michael Lecours | Jun 19, 2013 | Economy, Finding Confidence, Investment Behavior, Uncategorized
We’ve fielded a few phone calls from clients in the past few weeks confused about why their statements are not reflecting the same rate of return of the S&P 500 which they’re hearing about in the news. We’re not surprised by the observation. The S&P 500 has...
