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 18, 2013 | Finding Confidence, Retirement, Rule of Thumb, Uncategorized
Having these documents set aside can be a huge gift to your loved ones. Take some time to make sure that you have these documents in order and be sure to revisit it at least once a year. The Essentials: Will Letter of instruction Trust documents Proof of Ownership:...
by Michael Lecours | Sep 25, 2013 | Finding Confidence, Retirement, Rule of Thumb, Uncategorized
When it comes to retirement planning, there are only two outcomes. You will either outlive your savings or your savings will outlive you. It’s that simple. Unfortunately, it’s not easy. Below are a few strategies to consider during your transition years. 50s and...
by Michael Lecours | Jul 26, 2013 | Finding Confidence, Investment Strategies, Retirement, Trend Updates, Uncategorized
We recently put together a one pager to show prospective clients how we manage money using the Active Asset Allocation strategy. What do you think of it? Email me, I’d like to hear from you.
by Michael Lecours | Jul 21, 2013 | Finding Confidence, Investment Behavior, Uncategorized
The talking heads and supposed experts have done a good job of scaring investors away from the markets. Their job isn’t to help investors reach their financial goals, rather they are looking to shock investors and make them stay tuned to the channel to learn more...
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...
