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 | Economy, Finding Confidence, Uncategorized
In the past, technological advancements ushered in new industries and created new jobs that were better, safer, and offered better pay. A small fraction of the population are farmers today and their producing more food than ever before. Up until recently, technology...
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 | Jan 18, 2014 | Retirement, Rule of Thumb, Saving, Uncategorized
No matter what stage of life you’re in, the following article offers a great summary of what your financial priorities should be throughout your life. A Salary Guide For Your 20s, 30s, and 40s
