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 22, 2013 | Economy, Politics & the Economy, Uncategorized
NY Times just released the results of a fascinating study about upward mobility in the United States. The results show that a child who grows up in Bridgeport, CT area with parents who earn in the 10th percentile ($16k), ends up, on average, in the 38th percentile....
by Michael Lecours | Jul 21, 2013 | Finding Confidence, Investment Behavior, Uncategorized
The talking heads and supposed experts have done a good job of scaring investors away from the markets. Their job isn’t to help investors reach their financial goals, rather they are looking to shock investors and make them stay tuned to the channel to learn more...
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 27, 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 trends in US Equities are...
by Michael Lecours | Jun 21, 2013 | Economy, Finding Confidence, Politics & the Economy, Uncategorized
It’s been a big week! But don’t lose focus on the long term. Too many people are making a big deal over the Fed’s announcement earlier this week, resulting in traders kicking up a lot of dust in the markets and the talking heads dissecting the meaning of the...
