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Overview

Services

Advisor Services

  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Secure Strategy Group 7 months, 2 weeks Apr 2017 - Present
Pickwick Capital Partners, LLC 1 year, 6 months May 2016 - Present
Barrack Yard Advisors LLC 2 years, 4 months Jul 2015 - Present
Barrack Yard Advisors, LLC 3 years, 1 month Oct 2014 - Present
Barrack Yard Advisors LLC 9 months Oct 2014 - Jul 2015
Donnelly Steen & Company 3 years, 2 months Oct 2011 - Dec 2014
Coastal Equities, Inc. 3 years, 6 months Jun 2011 - Dec 2014
Deutsche Bank Securities Inc. 3 years, 8 months May 2006 - Jan 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Martin Leclerc

The “Fiscal Cliff” 12/04/2012
Published 2012-12-04 06:54:54
Mother of All Bubbles?
Published 2012-10-29 13:38:51
No Place to Hide -- August 2012
Published 2012-08-04 12:29:59
(Euro)-Misery Makes Good Company (August 2012)
Published 2012-08-04 12:39:07
Things that Intrigue US -- April 2012
Published 2012-05-01 08:50:59
Why we think we're not wrong about bonds
Published 2012-05-01 08:48:43
Commentary April 2012
Published 2012-05-01 08:46:27
Gold is a Speculation, Not An Investment
Published 2012-01-19 06:46:23
"Round-Turn" As Applied to Stocks
Published 2012-01-18 14:21:37
The "Outlook" for 2012
Published 2012-01-18 14:50:56
Our Strategy to Tame the Turbulent Teens
Published 2012-01-18 15:00:31
The Great Recession and Its Causes
Published 2012-01-19 06:54:43
Italy in Perspective
Published 2012-01-19 06:44:32
BOOK REVIEW -- The Black Swan by Nassim Taleb
Published 2012-01-19 07:01:54
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    How will the Greek elections this weekend impact US Markets?
    The victory of the New Democracy party was anticipated by the big stock market rises in Athens on Thursday and Friday. Key points:The New Democracy Party is in power but nothing of note has changed. Greece remains corrupt, over-indebted, and uncompetitive. There’s little prospect out of its de f...  (more)
    Answered Jun 2012
    I've had bad luck with a financial advisor - I paid $600 and got a folder of charts depicting my financial situation and a sales pitch for a roster of insurance products. How can I ensure that my next advisor is worth his/her commission?
    Interview the prospective advisor as if he or she is applying for a job. Ask about their experience and their philosophy. Ask them to describe how they'll work with you. Ask about how they charge for their services and ask if there's anything differentiated about how they approach investing. Ask...  (more)
    Answered Aug 2012
    Is standard deviation of portfolio returns the best way to think of "risk" of a portfolio?
    Standard deviation describes price movement volatility and it's one measure of risk. We don't find the concept particularly helpful in thinking about risk, however, because volatility and risk are not the same. Volatility is the price you pay for liquidity. It creates both buying and selling oppor...  (more)
    Answered Jan 2012
    When you research stocks, how important is P/E?
    Price-earnings ratios are an important part of our "rule-of-thumb" valuation assessment. Equally, we look at the price-to-free-cash-flow ratio because dividends, share buybacks, debt reduction and investment are made from cash flow.How do we employ p/e ratios?First, we define p/e ratio as price ...  (more)
    Answered Feb 2012
    On average, how much of my stock portfolio should be in international stocks?
    The concept of having a correct allocation to International is not the way we look at the world. And we consider ourselves global investors!As indicated above, something like two-thirds of the stock market opportunities in the world are outside the US. And those opportunities, as is the case here...  (more)
    Answered May 2012
    Is it ok to ask my financial adviser what funds they invest their personal assets in?
    Yes! We believe finding an advisor or manager who "eats his own cooking is critical." A recent report by Morningstar illustrates this point: managers who have over $1 million invested in their own funds have an average star rating of 3.5 versus a star rating of 2.9 for those with no money inves...  (more)
    Answered Jan 2012
    What is a blind trust?
    It's a trust in which a beneficiary (in this case, Gov. Romney) has no knowledge of the holdings of the trust and no right to intervene in the way assets are handled. A blind trust enables Romney to remain unaware of the specific assets he owns in order to avoid potential conflicts of interest. ...  (more)
    Answered Jan 2012
    Should I only invest money I don't "need'?
    Absolutely it's correct you should only invest money you won't need in the short-to-intermediate term.But if you want to build net-worth and ultimately achieve a level of economic freedom, you should perhaps reconsider the definition of "money you don't need."My advice: consider "living below your...  (more)
    Answered Feb 2012
    I'm in my 30s. What amount should I be saving?
    Back in the 1920s a little book called, "The Richest Man in Baylon," was published. It's a collection of parables about two hard-working and competent fellows who remained poor throughout their lives, only to see a childhood friend become the richest man in Babylon. So they seek out their wealthy ...  (more)
    Answered Jan 2012
    What are the risks associated with buying bonds?
    Apart from credit risk and interest rate risk mentioned above, bonds are currently so expensive (meaning yields are so low) that you have to add purchasing power risk to the list of bond risks. That is, interest rates on bonds are now below the inflation rate.How expensive are bonds? According to...  (more)
    Answered May 2012
    Hiding in cash. Is it time to get back into the markets?
    Implicit in your question is that you couldn't stay the course back in '09 and decided to exit the stock market. Presumably you didn't need the cash, you were simply fed-up with downward price volatility. That's understandable. A financial crisis is not fun for anyone.Is this a correct picture?...  (more)
    Answered Jan 2012
    What are "Pooled Funds"?
    Pooled Funds are simply funds from many individual investors that are aggregated for the purposes of investment. Well known examples are mutual funds, ETFs, pension funds and hedge funds.Pooled Funds offer potential benefits because of "economies of scale." This can mean lower trading costs per d...  (more)
    Answered Mar 2012
    I am retiring soon and I am nervous about having a lot of my retirement dollars in the stock market. What are the annuity products I have been reading about that guarantee retirement income for me?
    We live in a world where the "risk-free" interest rate is nearly zero and high-quality long-term bonds yield something like 3 or 4%. Everyone lives in this world, including insurance companies.The answer Shawn gave above about Variable Annuities is correct: they tend to be very expensive. So you ...  (more)
    Answered Mar 2012
    My financial advisor is leaving the firm, what can I do?
    Short answer: it's your money and you can do whatever you want with it.As you feel committed to the current firm, however, my suggestion is that you give them the ability to continue to compete for your business. So, call the office, identify yourself as a client, and ask to speak with the branch ...  (more)
    Answered Feb 2012
    How do fees for currency ETFs compare to an average cost ETF?
    There are essentially three types of currency ETFs: ones that provide exposure to a single currency; ones that employ a multi-currency strategy; and the "leveraged/inverse" ones.You should read a prospectus before investing in any of these, but typically the fees are approximately 0.40% for a sing...  (more)
    Answered Feb 2012
    Is now a good time to purchase real estate?
    If you're asking about buying a house, it's probably a pretty good time to do so, depending on where you live. The Case Shiller Index of residential homes shows that house prices have declined by some 30% in the past 5 or 6 years. And mortgage rates are at very low levels, making houses more affor...  (more)
    Answered Jan 2012
    What are the different types of bonds I should invest in?
    Why bonds? Is it because you need income? Is it because you think they're safe? Are you speculating that interest rates will go ever lower from current levels?Potential bond investors must recognize an important fact: bonds have been in a Bull Market for the entire working careers of most inves...  (more)
    Answered Jan 2012
    What is an index fund?
    Index funds also trade on stock exchanges and are called, ETFs, exchange-traded funds and ETNs, exchange-traded notes. Both seek to replicate the movements of an index of a specific market and now include commodities as well as financial assets. ETNs have credit risk associated with them.Some Ind...  (more)
    Answered Jan 2012
    What is tail risk and how does hedging supposedly protect against that?
    Tail risk refers to the chance, thought to be rare, of extreme volatility for an asset. It gets its name from the way it looks on a chart, after plotting data points. When there's high volatility, data points are spread out over a large range of values, looking like tails. Hence the name.Hedging...  (more)
    Answered May 2012
    Bull vs. Bear Market?
    A bull market is a rising market and a bear market is a declining one. If a market rises by 20% or more, it's said to have entered a bull phase. A decline by 20% or more indicates a bear phase.There are secular bull & bear markets and cyclical bull & bear markets. A secular market refers...  (more)
    Answered Feb 2012
    ANy truth to the adage "Sell in May &stay away"?
    It does seem there is some truth to this adage, though no one knows why, and it's probably a statitical fluke.There are good reasons not to get too carried away with this idea, however, apart from the sensible things mentioned above.Selling-in-May-and-going-away precludes compounding dividends, ...  (more)
    Answered May 2012
    What is the difference between common, preferred, and unlisted stocks?
    Think of a common stockholder as an owner of the company and a preferred stockholder as a creditor to the company. Preferred stockholders are somewhat like bondholders except they have way fewer rights if the company gets into trouble.Unlisted stocks are simply stocks that don't trade on a stock ...  (more)
    Answered May 2012
    Why should I invest in bonds when the typical return is lower than stocks?
    Given we believe the bond market is over-valued and fixed income investors must redefine what constitutes safety, we can't give a good answer to your question. Though a case can be made for the high yield corporate bonds of selective small cap companies.Except to say, we agree with Benjamin Graha...  (more)
    Answered Jan 2012
    Is it better to be in the hands of an individual advisor vs large bank wealth management?
    Good and competent people are everywhere: at RIAs, Broker/dealers, Wealth Management firms, etc. Assuming the investment platform and value proposition are attractive to you, and you've checked the regulatory record of the individual advisor, then the most important thing is how you feel about him ...  (more)
    Answered Jan 2012
    What are the different types of bonds I should invest in?
    Indeed! Thank you for reading my post. Appreciate your feedback....  (more)
    Answered Jan 2012
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        2
      • as of date
        Aug 11, 2017
      FINRA
      FINRA
      • license status
        Registered
      • disclosures
        1
      • as of date
        Aug 11, 2017
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Barrack Yard Advisors, LLC

      Last updated on May 15, 2017
        • $43.3M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 58
          Accounts
        • $746.5K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements