by Michael Lecours | Oct 26, 2013 | Economy, Finding Confidence, Investment Behavior, Uncategorized
Many experts argue that the Great Recession may have been the worst economic event since the Great Depression. But how does it compare to other economic events that have happened? According to a new more encompassing economic indicator by the International Monetary...
by Michael Lecours | Oct 25, 2013 | Finding Confidence, Uncategorized
This week when we reviewed accounts for several clients, we found a few examples of client portfolios that have doubled in value over 10 or 11 years. That equates to a 6%-7% rate of return each year on average. Not too bad given that happened during some turbulent...
by Michael Lecours | Oct 19, 2013 | Trend Updates, Uncategorized
The Active Asset Allocation Portfolio utilizes a trend following strategy by buying and selling securities based on established price trends in each asset class. Below is a snapshot of the current trends we are following: US Equities: The bright spot in the world...
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 | Oct 16, 2013 | Economy, Investment Strategies, Uncategorized
Some interesting observations / news about a possible U.S. default: A case for the bulls and a case for the bears The U.S. government has defaulted on its debt in the past Why long term averages don’t fit short term windows
by Michael Lecours | Sep 27, 2013 | Asset Allocation, Investment Strategies, Uncategorized
By using just the two asset classes listed above, investors can put together one of the most common, all purpose allocation portfolios consisting of 60% stocks and 40% bonds. For decades, it has the recommended allocation for just about any age group. But, like the...
