by Michael Lecours | Apr 17, 2013 | Retirement, Rule of Thumb, Uncategorized
During tax season, we had dozens of conversation with clients that begin with the client asking, “can I make a tax deductible contribution to my IRA, so I can lower my tax bill?” Unfortunately, the answer isn’t a straightforward “yes” or “no”. Rather, we have to drill...
by Michael Lecours | Apr 14, 2013 | Finding Confidence, Investment Behavior, Uncategorized
A recent article by the Guardian discusses 10 reasons why news can harm you. It’s an interesting read, one that reinforces a message that we regularly communicate to our clients: news is sensationalized to draw viewers but it should be taken with a grain of salt and...
by Michael Lecours | Mar 25, 2013 | Investment Strategies, Uncategorized
This is the final part of a series (Part 1, Part 2, Part 3) If your portfolio is still sitting on the sidelines in cash as you wait for the right time to enter the market, you may want to consider a new strategy. There is always a headline out there to suggest that...
by Michael Lecours | Mar 20, 2013 | Retirement, Uncategorized
This piece was written about a year ago, but the two statistics from Sloan should be read again. During the past year, we have plenty of anecdotal evidence to support their findings: There are a lot of options and factors to consider when preparing for retirement....
by Michael Lecours | Mar 15, 2013 | Finding Confidence, Uncategorized
This is the third part of a series (Part 1, Part 2, Part 3, Part 4) For many investors, the bad news was cause for them to pull their money out, sit on the sidelines and wait for conditions to improve. They waited for the situation to turn around and to feel confident...
