by Michael Lecours, CFP | Jun 1, 2020 | Economy, Investment Strategies, Retirement, Trend Updates
https://www.wealthstrategiesteam.com/wp-content/uploads/2020/05/Office-Hours-episode-1-2.mp4 Welcome to Episode 1 of Office Hours! So much has happened over the last few months, we have not had time to cover it all in the typical manner through our blog and...
by Cliff Jarvis | Oct 5, 2018 | Asset Allocation, Economy, Investment Strategies
Bond funds are often lumped together as one. However, they are actually a range of very different investments. This post will address only investment-grade bond funds which have a low probability of default as these are bonds that are issued by large and established...
by Michael Lecours | Feb 13, 2018 | Economy, Finding Confidence, Investment Strategies
For the first time in close to two years, the stock market is spooking investors. The decline was swift, sudden and unexpected. It caught many people completely off guard. A lot of the headlines I read over the weekend, yesterday and this morning were written to...
by Cliff Jarvis | Feb 13, 2018 | Finding Confidence, Investment Strategies
“The secret to investing, is to sit and watch pitch after pitch go by and wait for the one in your sweet spot. If people are yelling, ‘swing, you bum!,’ ignore them.” Warren Buffet (Source) I remember, years ago, a client called and...
by Michael Lecours | Jan 26, 2018 | Investment Strategies
This winter we are excited to introduce you to our winter intern, Armani J. Nieves. Armani is a freshman at Bryant University and is majoring in finance. He first became interested in the world of finance in middle school when he started purchasing stocks. Armani...
by Cliff Jarvis | Dec 20, 2017 | Investment Strategies
In our previous post, we explored the high-level art versus science debate that is occurring in the finance community and how it impacts equity valuations. This post delves into some of the issues as they relate to bonds and fixed income. Although the bond markets...
