by Michael Lecours | Dec 6, 2013 | Investment Behavior, Retirement, Uncategorized
USA Today outlines seven common mistakes that we constantly flag for our clients. If you are close to retirement, chances you have overlooked at least one of these. We see a lot of new retirees who don’t consider inflation in their planning process. Maybe they are...
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 20, 2013 | Investment Behavior, Investment Strategies, Retirement, Rule of Thumb, Uncategorized
Asset allocation is an important component to any portfolio. It deals with the ratio between various asset classes such as stocks and bonds. Many investors don’t know where to start or how to determine if their asset allocation is appropriate based on their...
by Michael Lecours | Jun 14, 2013 | Investment Strategies, Retirement, Saving, Uncategorized
I recently met with prospective clients who needed a lot of guidance. They were entering retirement with substantial assets and sources of income, but there were important health issues to consider. It was complicated. They had not been well served in the past. They...
