by Michael Lecours | Feb 15, 2014 | Cash, Investment Strategies, Saving, Uncategorized
Cash in a portfolio should have a specific role in a portfolio. We see cash as fitting in one of these three categories: Liquidity provisions: this is to cover expenses and emergency funds. This includes money to pay for the mortgage, the unexpected new roof, basic...
by Michael Lecours | Feb 14, 2014 | Cash, Investment Strategies, Retirement, Saving, Uncategorized
Investors have been keeping record high levels of cash in their investment accounts and savings accounts. It’s a logical place to park money for a while. It’s relatively safe, readily accessible and a very common practice. Unfortunately, many investors are moving to...
by Michael Lecours | Jan 20, 2014 | Investment Strategies, Politics & the Economy, Trend Updates, Uncategorized
This past summer, we may have seen the warning we needed when it comes to the portion of your portfolio in bonds. Interest rates can’t go down any more, they can only go up. This could result in the value of your current bond holdings going down. This is discussed as...
by Michael Lecours | Jan 18, 2014 | Economy, Finding Confidence, Investment Strategies, Uncategorized
A recent article outlined investment themes to look for over the next decade and listed some growing trends in financial planning. It’s reassuring to see these trends. We’ve been working hard to innovate within this industry and find ways to help our clients. These...
by Michael Lecours | Dec 21, 2013 | Investment Behavior, Investment Strategies, Trend Updates, Uncategorized
Excerpt from Faber’s “Learning to Love Investment Bubbles: What if Sir Isasc Newton Had Been a Trendfollower” “From a behavioral and psychological standpoint [a trend following investment strategy] is often the most difficult to deploy when it is most useful. Strong...
by Michael Lecours | Dec 19, 2013 | Finding Confidence, Investment Behavior, Investment Strategies, Politics & the Economy, Uncategorized
There’s a lot of talk about if the US market is in a bubble these days. It’s next to impossible to determine if we are, in fact, in a bubble. But the media will do just about anything to produce a story that will get more people to read their publications. Instead of...
