Investing on the Mild Side

Ever since I can remember I’ve dreamt of going to space. I want to experience weightlessness, be able to say I’ve left the only place humans have ever called home, and look down at what I can only imagine is a breathtaking view. Most of all I want an unobstructed view of the…
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As an advisor, I am by no means immune to behavioural biases. In fact, when it comes to my own money, I’ve probably made far worse decisions when I was…
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One of my favourite conversations to have with clients has to do with estate planning. I know it sounds morbid but that’s not what I’m talking about. If…
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Why does risk matter?
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Switching from saving to spending in retirement
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So far, we’ve talked about the three most common aspects of automating your investing: Start saving early Save regularly Increase those contributions as…
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When is the best time to invest?
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Pay Yourself First
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Investing on the Mild Side

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© 2022 David Bélair-Bergman, CFA
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