by Michael Lecours | Jul 10, 2014 | Investment Strategies, Rule of Thumb, Taxes, Uncategorized
Sick of the high costs to live in Connecticut? Some residents (and our clients, too) are taking action and moving to cheaper states. If you’re curious to see how much you could save, start with these resources: How Money Walks:Wealth is leaving this state, mostly to...
by Michael Lecours | Jun 15, 2014 | Economy, Finding Confidence, Investment Strategies, Uncategorized
At first glance, the trend of stock ownership in the US is quite declining. It appears that for most Americans, the percentage of stock in a portfolio is less and less. That’s scary… but there is more to this story than just another post about investors sitting in...
by Michael Lecours | May 15, 2014 | Economy, Investment Strategies, Uncategorized
With headlines like “Stocks hit all time high”, “Breaking Records: Dow and S&P 500”, or “It Looks Like The Economy is About To Roar”, you might expect to see a remarkable chart showing lots of growth. But not this time. Far from it. After a stellar 2013, the US...
by Michael Lecours | Apr 29, 2014 | Investment Strategies, Uncategorized
I’m glad to see the concern for an over reliance on backtesting investment strategies is starting to make itself known. Good article here in Barrons. Here are a few pointers we follow when evaluating new ETFs that have launched: 1) Look for simplicity. Any...
by Michael Lecours | Apr 25, 2014 | Investment Strategies, Uncategorized
If you’re worried about inflation or your erosion of purchasing power consider looking to dividend paying companies. Great primer on that at USA Today
by Michael Lecours | Mar 25, 2014 | Investment Strategies, Rule of Thumb, Saving, Uncategorized
If you maxed out your 401(k) savings for the year ($17,500) and contributed to your ROTH ($5,500) you may be wondering what the next best place is to save for the future. Here are a few places to look: Open a taxable accounts. You can open a regular brokerage...
