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Using The Money Management Tool: Setting a Budget

by Michael Lecours | Jun 25, 2016 | Cash, Finding Confidence, Investment Behavior, Personal Development, Saving, Saving for College, Uncategorized

Recently we introduced The Money Management Tool to help clients better organize their financial lives. The tool has lots of features and we will occasional explain how some of the features are being used by our clients (or should be used) to help them reach their...

Using The Money Management Tool: Connecting Accounts

by Michael Lecours | Jun 24, 2016 | Investment Behavior, Investment Strategies, Personal Development, Rule of Thumb, Uncategorized

Recently we introduced The Money Management Tool to help clients better organize their financial lives. The tool has lots of features and we will occasional explain how some of the features are being used by our clients (or should be used) to help them reach their...

The Relationship Between Happiness and Income Is Being Turned Upside Down

by Michael Lecours | Jun 22, 2016 | Economy, Finding Confidence, Personal Development, Uncategorized

New research on the relationship between happiness and income is changing the rule of thumb. For years, it has been touted that an annual income of $75,000 is ideal and earning more than that results in a diminishing return of happiness. Contrary to the old rule of...

How to Invest in Yourself

by Michael Lecours | Jun 5, 2016 | Personal Development, Saving, Uncategorized

To reach financial goals, many investors focus on their rate of return. But more important than the portfolio’s rate of return is the amount contributed by the investor.  If an investor can save and invest more, it takes the pressure off the portfolio to do the work. ...

Most Valuable Career Skills You Need

by Michael Lecours | Jun 3, 2016 | Finding Confidence, Personal Development, Saving, Uncategorized

Money Magazine’s recent article on career skills shows that an entirely new breed of skills are needed to remain competitive in today’s markets.  The top four skills all deal with data – data mining, data modeling, search engine marketing and statistical analysis. ...

The One-Page Financial Plan: A Book Review

by Michael Lecours | Mar 24, 2016 | Finding Confidence, Investment Strategies, Personal Development, Retirement, Rule of Thumb, Uncategorized

I recently read Carl Richard’s “The One-Page Financial Plan” and was impressed with Richard’s approach to working through some complex financial issues.  In particular, he focused almost exclusively on the emotional issues that investors face.  What does money...
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